Profiting During a “Bear” Market

Profiting During a “Bear” Market

I am always eternally bullish about long-term investing. With proper asset allocation that is both strategic and tactical, our clients mostly are profitable over time and in the “black” with positive, sometimes amazing returns.  We are living through some interesting...
Retirement Considerations: Renting or Homeownership?

Retirement Considerations: Renting or Homeownership?

As you approach retirement, it’s common to want to adjust your living arrangements to meet the needs of your changing lifestyle. Retirement brings about changes that will impact your income, savings, habits, and travel plans. Rather than feel held back by your living...
This Week’s Roller Coaster Equity Ride

This Week’s Roller Coaster Equity Ride

Market Updates Are you ready for the most interesting investment year since 2009? Are you ready for three or more interest rate hikes driving bonds down for the year? Are you ready for 10% or 20% market corrections, maybe even more than once in 2022? Are you ready for...
Thriving in a Sea of Negative Headlines

Thriving in a Sea of Negative Headlines

As I was getting my workout in this morning, I had an interesting conversation with one of my friends at the gym. While on the rowing machine he quipped to me,“Elliot, I have never felt this depressed about the current American condition and our future. Every headline...