facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

We take pride in creating and sharing content relevant to you.

My Evolving View on Cryptocurrency Thumbnail

My Evolving View on Cryptocurrency

I can admit when I’m wrong… Sometimes. When it comes to digital assets and cryptocurrency, I’ll admit that a few years ago, I was pretty critical and skeptical. However, I have since changed my tune and have become an investor and perhaps even an enthusiast. I could give you many reasons for my previous skepticism, but it amounts to not knowing the asset class well enough.

Read More
Market Update: Russian Aggression- Should You Be Concerned? Thumbnail

Market Update: Russian Aggression- Should You Be Concerned?

Before I get into the nuts and bolts of what is happening and how we as a firm view the market impact, I want to address this question: Should you be concerned? The answer to this question is the same for every market crash. You should be concerned ONLY if you are relying on your portfolio for income AND there is NO fixed income allocation in your portfolio. Allow me to explain, but first we must agree on the premises that you are investing for the long term, the market cannot be timed, and fear is the enemy of successful investing.

Read More
How Financial Advisors are Paid, and Why It Matters Thumbnail

How Financial Advisors are Paid, and Why It Matters

No matter your level of money management experience, as an individual, you have limited resources to research, trade, and manage things on your own. So, it is important to hire a financial advisor for guidance. If you are currently working with, or are considering working with an advisor, there’s one other question you need to be asking: How does my Financial Advisor get paid?

Read More
Market Update: The Correction That Was Due? Thumbnail

Market Update: The Correction That Was Due?

Once every 18 months. That is how often the S&P 500 drops 10%, also known as a “correction”. We all remember the last correction (also commonly referred to as a “crash”), which happened in March of 2020. But what you may not remember is how long it took for the market to recover from that crash. The market took less than 5 months to rebound, bouncing back in August 2020. That was an enormously quick turnaround. August of 2020 was 18 months ago, and guess what we have not had in 18 months? That’s right, a correction!

Read More
A Practical Guide To Finding A Financial Advisor Thumbnail

A Practical Guide To Finding A Financial Advisor

A financial professional's business card may say “financial adviser”, but that does not mean they are truly a financial adviser. By doing your homework you can increase the odds of hiring an advisor with a high level of integrity, however, you will still need to feel that you can trust them. Look for an advisor who you believe has a similar moral compass to your own. Once you find them, ask them the tough questions to make sure they are not just a good person, but that they are also qualified.

Read More
Market Update- Why We Bought Gold Thumbnail

Market Update- Why We Bought Gold

On January 18th, we initiated a gold position in many of our portfolios. As many of you know we are not flashy day traders. On the contrary, our investment approach has a long term outlook, is disciplined, and is built on the fundamentals of asset allocation. With that being said, we do not take a purely static approach to investing. We believe that adjustments over time are prudent and this change represents what we believe to be a prudent investment...

Read More
Developing and Maintaining Your Financial Fitness Thumbnail

Developing and Maintaining Your Financial Fitness

"You work hard to keep your body fit and healthy. Regular exercise, dieting, annual physicals, doctors visits and perhaps even taking supplements are all a part of your physical fitness plan. But are you giving the same attention to your financial fitness? For many people, personal savings and retirement planning are not made a priority like they should be. I could argue that your finances are just as important as your physical health."

Read More

Client Login  |  Get Our Newsletter

 800-804-0420      Mon-Thurs 8:00am-5:00pm and Friday 8:00am-4:00pm
Click Here //