Aug 7, 2024 | Market Commentary
You can watch the entire 90-minute event by clicking the play button below or keep reading for the executive summary. This client event focuses on our mid-year financial market outlook. Our intention is to keep you informed and answer any questions that you may have....
Jul 11, 2024 | Newsletters
For the third quarter in a row, stock prices moved into all-time high territory! But it was not all smooth sailing as the market started the quarter with a sharp decline, then recovered and finished near highs. The choppy price action was not a surprise. As suggested...
Apr 2, 2024 | Newsletters
The new year is off to a fine start with stock prices continuing to rally and once again reaching new all-time highs. As we suggested in our winter newsletter, broadening participation within the stock market would be a welcome sign. Indeed, our wish came true this...
Apr 1, 2024 | Financial Planning
Tax season can be an interesting time for investors, but it doesn’t have to be a daunting one. Whether you are an experienced investor, a solopreneur, a family, or individual looking for financial efficiencies, there are ways to keep more of your hard-earned...
Feb 22, 2024 | Investing 101
Is a passive, buy and hold investment strategy or an active investment approach right for me? First, let’s clarify the concept of ‘active’ investing. As a fee-only Investment Advisor, we emphasize the importance of active risk management. Over our many...
