Spring has arrived, and it’s hard to believe how quickly the first months of 2026 have passed. As we enjoy warmer temperatures and nature begins to bloom again, the headlines around us continue to feel unsettled: geopolitical tensions, unusual weather patterns,...
With Election Day just around the corner, the constant headlines and varying opinions have left many feeling uncertain and anxious about the outcome. We understand your concerns and the potential impact the election results may have on your well-being. In times like...
"The stock market is a device which transfers money from the impatient to the patient."Warren BuffetThe continued market gyrations, coupled with rising interest rates, record inflation, and global conflict, have caused many investors to pause. What is going to happen...
There is a way to throw the power of your wealth behind issues you care about. It is called ESG investing, which stands for Environmental, Social, and Governance. It incorporates a dual mandate that allows you to invest your wealth for the purpose of earning a...
As the economy is reopening and people return to normal activities, we all face this question; How safe do I need to be? With a surge of new COVID-19 cases in many states, practicing intelligent and informed safety measures has become even more important. Similarly...
There is no doubt that we are living in unprecedented times. Since early March, we have seen about 40 million people, or 25% of the U.S. labor force, file for unemployment, comparable to the Great Depression. On April 20th, U.S. oil prices briefly fell to $ -37.62 a...
So much change in a week’s time! We are sure that you are feeling what we are feeling our world has gone topsy turvy. The Covid-19 virus has disrupted everything from our physical and economic health to our mental health and our sense of security. We are reminded of a...
This past week we have seen the worst stock-market selloff since the 2008 financial crisis, as the fear of the new coronavirus continues to spread around the world. During a sharp market decline and heightened uncertainty, you may feel the urge to take action....
As investors, I hope you’ve heard many good reasons to stay on course and not abandon your long-term investment strategy in a market downturn. While this always holds true, this is a scary and difficult time for everyone. This time, both health and wealth are...