Uncategorized

As we enter a summer once again, I find myself looking forward to a much needed vacation, not least because...

Jun 19, 2023 12:52pm

Investing is both an art and a science, where rational decision making should ideally prevail. However, as we all know,...

May 30, 2023 3:11pm

Over the past eighteen months, as the equity markets have experienced downside pressure, which had become all too rare in...

May 1, 2023 11:48am

All through our working years, we are told to save, Save, SAVE for our retirements, so that when the time...

Mar 27, 2023 3:52pm

After a nearly 12 year bull market, 2022 was the first truly down year we have seen in the stock...

Feb 28, 2023 10:28am

When learning about investments and investing, it’s inevitable that one of the common words you will run into is “risk.” ...

Jan 30, 2023 1:51pm

As we close out yet another year, and reflect on the rollercoaster ride that has been 2022, we are filled...

Dec 29, 2022 11:39am

As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for...

Nov 28, 2022 11:02am

Since it was announced back in November 2019, the merger between TD Ameritrade and Charles Schwab has been moving steadily...

Oct 31, 2022 11:05am