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...
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...
The US Bear Market Opportunity

The US Bear Market Opportunity

It doesn’t feel like March 2020 when Covid first hit us and the world closed its doors. It doesn’t feel like 2008-2009 when we had a mortgage meltdown and major stock market corrections. It still doesn’t feel like 2000-2002 when we had the “tech-wreck” and a Nasdaq...
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,...