Investments

This blog post was written by Rob Simon. Over the past few weeks, I have attended multiple due diligence meetings to gain insight into our fund managers, the state of the economy, and new [...]

Is your cash working for you or is it working for your bank? In the past several years, investors have not needed to worry about what their cash was earning at a bank (or rather not earning). All [...]

As we enter 2023, we reflect on a year of significant change in a variety of ways. As the world keeps moving forward, we remain committed to being lifelong learners – understanding we are [...]

When discussing financial goals with our clients, saving for retirement is often one of their highest priorities, with the most significant contributor normally being their workplace plan. [...]

Recent market volatility coupled with growing concerns surrounding interest rate hikes and inflation has investors worried about the investment landscape moving forward. Your investment strategy [...]

Unbelievably, we are more than halfway through 2021! As life emerges from the pandemic to a “new normal,” (and we are not sure like everyone else on what the “new normal” will be), a [...]

2020 will be a year we will never forget. From a global pandemic and civil unrest to an economic downfall that we continue to battle through today, it has been a challenging year that has [...]

It’s a little early for Halloween, as we are only in January, however we believe that a lot of the current action we are seeing in the stock market is going to come back to haunt many investors. [...]

This is the second time that we are writing about an election in only a three month period of time and hopefully the last time we write about an election for a while! This week, the people of [...]

We are sometimes asked why we can’t participate in all of the runup in the stock market when prices are going up. First, for many of our clients we are not trying to outperform the index with [...]