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

“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