Resources

End of Year Planning

What a surprise! We’re close to the end of the year already, and Christmas trees are sprouting up in the malls and stores. Before you

Market in Review

If you’ve looked at your investment statements lately, you might see zig-zag returns in the Quarter to Date (QTD), Year to Date (YTD) and one-year

Negative Interest Rates?

A year ago, market analysts predicted that bond yields had nowhere to go but up. Lo and behold, the yield on the 10-year Treasury note

Short-Term Uncertainty, Long-Term Gains

The roller-coaster politics of this last week have left many investors uncertain about how politics affect long-term investment decisions. President Trump famously tweeted that the

Bonds Have Their Day In The Sun

As a reward for not panicking during the Great Recession in 2008 and 2009, investors have been blessed by one of the longest market rallies

Politics & Your Portfolio

These days, the stock market can swing from positive to negative territory, sometimes moving 800 points, in just a few hours. Due to the daily

How Safe Is Your Safe Deposit Box?

Wells Fargo has paid nearly $15 billion in penalties since 2000, for abuses ranging from creating fake client accounts, mortgage abuses, false claims, hidden fees,

Turning Point in the Market?

In August, the US officially marked the longest economic expansion in the nation’s history. Gross Domestic Product or GDP, has grown consistently over the past

Grinning with Fingers Crossed

It’s hard to make sense of a market that took us through a painful decline at the end of last year, followed by an abrupt

End of Year Planning

What a surprise! We’re close to the end of the year already, and Christmas trees are sprouting up in the malls and stores. Before you

Market in Review

If you’ve looked at your investment statements lately, you might see zig-zag returns in the Quarter to Date (QTD), Year to Date (YTD) and one-year

Negative Interest Rates?

A year ago, market analysts predicted that bond yields had nowhere to go but up. Lo and behold, the yield on the 10-year Treasury note

Short-Term Uncertainty, Long-Term Gains

The roller-coaster politics of this last week have left many investors uncertain about how politics affect long-term investment decisions. President Trump famously tweeted that the

Bonds Have Their Day In The Sun

As a reward for not panicking during the Great Recession in 2008 and 2009, investors have been blessed by one of the longest market rallies

Politics & Your Portfolio

These days, the stock market can swing from positive to negative territory, sometimes moving 800 points, in just a few hours. Due to the daily

How Safe Is Your Safe Deposit Box?

Wells Fargo has paid nearly $15 billion in penalties since 2000, for abuses ranging from creating fake client accounts, mortgage abuses, false claims, hidden fees,

Turning Point in the Market?

In August, the US officially marked the longest economic expansion in the nation’s history. Gross Domestic Product or GDP, has grown consistently over the past

Grinning with Fingers Crossed

It’s hard to make sense of a market that took us through a painful decline at the end of last year, followed by an abrupt