Blog & Videos

Do Downturns Lead to Down Years?

Again, we find ourselves in “interesting times”.  There are 2 main questions we often hear during periods like this: How long will this volatility last? and Why are we remaining exposed to risk through these periods of volatility? While we

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Navigating Geopolitical Events

The US stock market is still bigger than all the rest combined, representing 57% of the world’s stock marketing capitalization. This combined with the fact that we are simply more comfortable investing in companies that are located in our country

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Best Time To Invest

“I don’t want to invest now. The market is at or near its all-time high. I will wait for a better  buying opportunity.”  Sound familiar? This appears to be a very logical point of view, but it is not supported

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Are You Invested Correctly?

The intersectionality of your risk tolerance, return objectives, and what is necessary for you to experience the financial future you have in mind. Investment risk can be defined in many ways including volatility, the probability or likelihood of occurrence of

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What do the new TAX laws mean…to You?

Tax law and policy have taken many different shapes and forms over the years. Their primary purpose is the generation of revenue, with individual income taxes contributing approximately 50% to the annual US federal budget. Another purpose of tax laws

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