Investments

On November 3, 2016, the Chicago Cubs won the World Series to end a drought of 108 years without winning the Major League Baseball championship. It was the longest championship drought ever for [...]

We have included below a recent article from CNBC.com on investing in non-traditional bonds. We understand that the historically low yields in recent years has led to new and different investment [...]

Investment fads are nothing new, we have seen many in our over twenty year history. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest [...]

We regularly meet with individuals who currently have a different advisor and they come to us seeking a second opinion on their investments. It’s not uncommon for us to meet with individuals who [...]

Happy New Year! At the start of 2019, if you are like many individuals, you may have made a New Year’s resolution list. To help you on your financial journey, you will find below a financial [...]

The recent stock market volatility investors experienced over the past month is a good reminder that investing comes with risk. It’s important to put recent events into a broader context. If [...]

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called [...]

“Fake” news is something that we are hearing about on a regular basis today – in print, on TV and on social media. The politics of this is beyond the scope of this blog posting, however we think [...]

Cost basis won’t tell you how much money you’ve made, but it will give you the information you need to file your taxes.   Some investors believe that you can measure a specific investment’s [...]

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can [...]