Please follow along with our posts as we attempt to provide useful, timely insights into the state of the markets as well as various financial, retirement, and money management topics important to you. Below you can read our latest insight or browse through our past writing posts. You are welcome to provide input or comments to us directly about what we are addressing or what we should be.
We often stress the importance of not focusing on beating the market over short time periods. Why do we do that? It’s not because we want clients to ignore performance when we underperform a specific market index over a sliver of time. It’s not because we want to be humble when we outperform. It is
As we turn the calendar page into 2018, one thing can be certain about 2017; it was the year of cryptocurrencies. Just 6 months ago, most of us had never even heard of bitcoin or any of the other cryptocurrencies currently flooding cryptocurrency exchanges. Now you can’t turn around without seeing something about this new
If you did not read our first post (Is This a Bull Market or Bear Market? Yes!) discussing the three different views of the market, we made the case for why we expect significant market troubles ahead. In our last post (With A Possible Historic Bear Market On The Horizon, What Are My Options? (Part
As fiduciaries, our commitment is first and foremost to our clients and their financial future. Our fee-only structure creates a common goal between you and your advisor.
We employ an investment methodology and strategies that are proven to consistently grow your portfolios in both bull and bear markets.
As an independent firm, we have access to unlimited investment options and provide you with unbiased advice.
