By Phil Daniels, CFP®, AIF® When most people think of investing, they think of public markets – the stock and bond markets we all see discussed on television.  However, there is another way to invest that has been around for a much longer time, but only more recently has become more accessible to investors –… Read More

Overnight, Russia officially attacked Ukraine, and global markets are responding negatively. All of this comes on the heels of what has already been a challenging start to the new year, especially for US stocks. International stocks had fared better year-to-date, which was largely the result of a more hawkish US Federal Reserve relative to other… Read More

To be clear, the title of this article isn’t a prediction that a bear market is imminent.  In fact, there are a lot of reasons to think it may be a while before the next full blown bear market which would be marked by a 20% or greater decline. The US economy is still growing… Read More

The year 2021 was one of persistent optimism. It began with the hope the pandemic would wane and the world would look more normal by the end of the year. Although we’ve continued to make good progress toward that goal, COVID remains stubbornly persistent and fiendishly adaptable. The US stock market was fairly resolute in… Read More

“No amount of sophistication is going to allay the fact that all of your knowledge is about the past and all your decisions are about the future.” Ian E. Wilson (former Chairman of GE)   “Investing is the act of positioning capital so as to profit from future developments.” Howard Marks (Economist at Oaktree)  … Read More

With your personal security in mind, we are pleased to announce that two-factor authentication will be required to access our client portal starting November 15th. This change simply means that when you try accessing the client portal, you will be asked to provide your password along with a second piece of information (either an answer… Read More

It’s impressive to see how far we’ve come since the pandemic began, but many storylines continue to unfold. From near complete global lockdowns to the discovery, large scale production, and now global distribution of the vaccine, slowly but surely, progress is making its way through the global economy. Early on, the rebound in the US… Read More

By Tim Egart, CFP®, AIF® A week ago, our nation passed the 20-year anniversary of the September 11th attacks – a day in our history that stands still. Many, if not all of us, can remember the first moment we witnessed the awful scene unfolding across our country. Every year since that awful day, we… Read More

Death is an unpleasant topic to consider, but when it comes to your estate, it’s not something spouses can afford to avoid. We explain why in this article. Read More

The second quarter saw the continuation of a powerful economic recovery due to fading of the pandemic and massive fiscal and monetary stimulus. US vaccinations have increased significantly with 46% of US adults now fully vaccinated, 54% with at least one dose, and 86% of the population over age 65 having received at least one… Read More