April 8, 2021 Where are the markets going next? What should we expect for the rest of 2021? One year. It seems incredible, but it has been one year since COVID-19 struck our shores. One year since the World Health Organization declared a pandemic. One year since the markets crashed and the schools closed, and we realized just how much we take toilet paper for granted. Read More
January 21, 2021 2020: The Year in Review Every January, it’s customary to look back at the year that was. What were the highlights? What were the lowlights? What events will we always remember? Most importantly, what did we learn? Read More
December 16, 2020 Did you know? Important information for people with retirement plans The proof is in the numbers. According to a recent study by Charles Schwab, 81% of people with a self-directed brokerage account in their retirement plan do not use a financial advisor – and on average, they have $214,909 less than in their account compared to the 19% who do use an advisor.1 Read More
October 13, 2020 Elections and the Markets It’s that time again! Every four years, Americans take a few minutes out of their day to choose the next President of the United States. Under normal circumstances, voting is a simple, uncomplicated act—but the months preceding it are anything but. Read More
July 16, 2020 Common Investment Mistakes - Part 3 Unfortunately, a number of people make common investment mistakes that may create barriers to reaching financial goals. A Library of Congress report on investor behavior discusses the three common investment mistakes: Disposition Effect, Noise Trading, and Naïve Diversification. Following is some information about these three mistakes. Read More
