July 23, 2020
The SECURE Act & Your Personal Financial Situation
In this video we take a look at some of the questions we have been getting from our clients in relation to the SECURE act and how this law might…
June 16, 2020
How To Be Positively Skeptical Part 3: Due Diligence?
In the financial jungle, it’s essential to look before you leap at emotion-triggering misinformation. Here are five “do’s” and “dont's” for doing your best fact-finding due diligence.
March 9, 2020
3 Prudent Thoughts for Turbulent Markets
As investors, when the market challenges our discipline it is important that we remind ourselves of the relationship between investment risk and expected reward. The recent unfolding news highlights the…
February 10, 2020
Yields of Dreams: A Closer Look at Dividends
Income generation may be a priority for some investors, but other important investment considerations, such as diversification and flexibility, needn’t fall victim to that aim. Dividend strategies are not the…
December 12, 2019
Hindsight Is 20/20. Foresight Isn’t.
The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policy makers expected to rise fell instead. Outside the US, Greece—the site of an…