US stocks (S&P 500) posted the seventh worst percentage decline since WWII (-7.81%). The markets fell, not because of the virus, but because Saudi Arabia announced an oil price war […]
The markets have been moving pretty fast last week and today. Without a process in place, it can be paralyzing. Sometimes doing nothing is the correct move. Other times the […]
It is easy to get swept up in fear, focusing on the short-term. When feeling this way, the only scenario you envision is one where stock prices are falling. The […]
“Stocks only go up!” is a joke you may have heard me say over the last few months. It has been true more often than not the last few months. […]
Our market research summary for the 3rd quarter 2019 is short, concise, and actionable. The goal of this effort is to provide you with an educational executive summary with the […]
Our quarterly market research summary is short, concise, and actionable. There’s a graph or chart along with the relevant questions: “What does it mean?” and “What should I do?” The […]
Click on the video for a tutorial on how to use the online client portal on our phone app. The client portal is a secure, private website that provides you […]
Click on the video for a tutorial on how to use the online client portal on a personal computer. The client portal is a secure, private website that provides you […]
A donor-advised fund, or DAF, is a giving vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax deduction and then recommend […]
Our quarterly market research summary is short, concise, and actionable. There’s a graph or chart along with the relevant questions: “What does it mean?” and “What should I do?” The […]
