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...
July 4th and Your Financial Independence

July 4th and Your Financial Independence

Let me begin by wishing you a Happy July 4th, the day of the official signing of the Declaration of Independence, when we went from a colony to a country. Millions of Americans have died since 1776 to allow all of us to keep our freedoms and liberties, the greatest...
Are we at the bottom of this market ugliness?

Are we at the bottom of this market ugliness?

We are beginning our Monday morning with lots of “red” on the board following last Friday’s big sell-off. As your Fiduciary Registered Investment Advisors (RIA), we feel your pain and the pain of all our clients. The markets are looking for a bottom...
Spring Clean Your Finances and Invest in Your Future

Spring Clean Your Finances and Invest in Your Future

Building wealth requires regular maintenance and attention to detail. Just like seasonal chores, a spring finance refresh might be exactly what you need. Spring is a great time to dust off the running shoes, hone in on your healthy habits, enjoy time with loved ones,...
Ukraine, Inflation, and Your Money

Ukraine, Inflation, and Your Money

As the proverb goes, “May you live in interesting times.” This certainly isn’t being wasted on us.  The war in Ukraine has lasted longer than most have expected. The world came together with sanctions against Russia, but they have coalesced much better than anyone...