01/24/18What does the Tax Cut mean for the Stock Market? What does the tax cut mean for the Stock market? Many people are wondering what the tax cut means for the US Stock market. We thought it might be helpfulRead More
01/17/18Tax Reform: How Will You Be Affected? On December 22, 2017, President Trump signed a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. The centerpiece of the legislation is a permanentRead More
01/05/18Emotional Tweets: A Cautionary Tale For Investors Regardless of one’s political leanings, there seems to be a consensus among those that I talk with; frequent Tweets often do more harm than good. Let’s not single out Twitter,Read More
12/21/17Manager Interview – Part 2 We decided to put together a series of the hard-hitting questions that investment managers are being asked today. Last month we published Manager Interview – Part 1. This article finishesRead More
11/06/17Manager Interview – Part 1 We decided to put together a series of the hard-hitting questions that investment managers are being asked today. We asked our research team and internal advisors to hit us withRead More
11/03/17Learning Something New; Why Financial Language is so Hard to Understand A big part of what we do is educating people about the financial and investment landscape. Those who are able to speak with a high level of financial knowledge orRead More
11/01/17Simple Investing: Active, Passive and a Long Term Method for Success Basic Investing Formula Investing has two equally important decisions. Buying and Selling. Since time works to our advantage, buying at a fair price and waiting a long period of timeRead More
10/10/17Q3 2017 Market Update Q3 Market Update Third quarter continued the years steady march upwards with low volatility and consistent gains. The Wilshire 5000 Stock Index added 4.44% while the Barclays Aggregate Bond IndexRead More
10/10/17The Beauty of Investing I am constantly amazed at the vast array of opinions and approaches to investing. Seems like every year something ”new” is created that will change the investing world. Yet, afterRead More