Market Updates

Why is diversification important in the world of investing?

October 18, 2023
There are a variety of types of investments, each carries its own risks and rewards. When investing, it’s important to consider your financial goals, risk tolerance, and time horizon. Different types of investments, stocks, bonds, mutual funds, fo…

What are the risks associated with investing in the Financial Sector

September 13, 2023
What industries make up the financial sector? The financial sector is made up of many different industries, including banks, investment houses, insurance companies, consumer finance companies, mortgage lenders and real estate investment trusts. Al…

How can I determine the right advisor for me?

May 24, 2023
Choosing an advisor can be an important decision, as it can have a significant impact on your future.  Here are some considerations to help you determine if an advisor is right for you: Your needs: First, consider your needs and what you hope to …

7 Tips for Choosing the Best Wealth Management Firm

May 08, 2022
Are you thinking about your financial future and how to make the most of your money? If the answer is yes, it may be time to consider the benefits of wealth management. Careful wealth management can impact the preservation and growth of your asset…

6 Wealth Management Tips: Trends and Strategies in 2022

April 15, 2022
According to recent reports, 20 percent of the income high net worth individuals earned in 2020 came from finance and investments. If you are a high net worth individual in retirement—or looking to retire, it’s more than possible to preserve and g…

Fear – A Great Sell Motivator, But Frequently Misleading

February 08, 2022
Fear – A Great Sell Leader, But Frequently Misleading  The most recent fear to visit the investment community is the Coronavirus. Unless you are living under a cactus in a remote desert, this is not news to you. This infection first appeared in De…

The Fear and Opportunity of Shakeouts

May 01, 2021
We decided several years ago that when talking with prospective clients, we needed to broach a particular topic.  Simply put, it is this:  Our very best stocks have periods when they fall.  Whether you refer to this as a pullback, a correction, a …

2020 Election and Other Stuff!

September 24, 2020
September 18, 2020 2020 Election and Other Stuff!     Without fail, there is always a good degree of trepidation as we approach a national election. We suppose this is normal, especially in the days leading up to the event, as the rhetor…

Market Update

August 24, 2020
Market Update   This short note is just to touch base with you, since the market has been falling with no apparent reason. This comes on the heels of a long and dull 2014, and after a very good 2013. Last month, September 3rd to be exact, we …
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