Navigating Life’s Major Financial Transitions: Tips and Strategies

Financial transitions are an integral part of everyone’s life. These transitions can be both planned and unexpected, but they all have the potential to significantly impact your financial situation before and through your retirement.… Read More

Shark Week, Selfies and Corporate Earnings  

July brings the Discovery channel’s Shark Week, an annual reminder of the vicious creatures lurking beneath the surface as people head out to the beach for some summer sun, sand and relaxation. A recent spate of shark sightings and attacks… Read More

Valuation Signals

Considering our economy is bigger now than it was before the start of the pandemic is an attestation to human adaptation and perseverance through adversity. Despite ongoing COVID headwinds, consumer spending soared up 11.8% in the spring, … Read More

Keep the Pedal to the Metal Through Market Heights

Bubble, bubble, toil and trouble. This notorious line pops up in the Scottish play Macbeth by William Shakespeare. The three witches that predict Macbeth’s future are standing around their cauldron throwing creepy items into the pot … Read More

R.I.P. 60/40? Balanced Portfolios are Alive and Well

Nostradamus like headlines have been advocating ominous warning signs that the “60/40 portfolio is dead” and “R.I.P. 60/40.” They furthermore mention that interest rates and bond returns will remain low while the overpriced stock market wi… Read More

Investing Through The Ides of March 

“Beware the Ides of March,” a soothsayer told Julius Caesar in Shakespeare’s famous play of the same name. Whether you believe in superstitions or not, March of 2020 went down as a historic month on Wall Street and will be forever ingraine… Read More

Should Bitcoin be Part of Your Portfolio? The Billion Dollar Ride

Speculative assets that are gaining momentum among investors today involve hot alternatives such as collector watches, jewelry, precious metals, numismatic coins, fine art, rare wine, aging scotch barrels, music rights and insect farms. Ma… Read More

Calibrate Your Financial Vitals – 2021 Market Insights

Vital signs (vitals) are the four most important indicators of the body’s vital (life-sustaining) functions which include body temperature, blood pressure, pulse (heart rate), and breathing rate. These measurements are taken to help assess… Read More

Decoding Your Risk Tolerance- Investing for the Long Run

Economic and stock market forecasts are all over the place, just like projections on the of COVID-19 pandemic. While most people will recover from the Coronavirus or the flu on their own, the symptoms can be undeniably terrible. Cold and f… Read More

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