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RECENT BLOG POSTS

Infodemic

Deja Vu all over again. In 2003, the Severe Acute Respiratory Syndrome (SARS) epidemic was spreading all around the world. Like today, the actual casualties of the virus pales in comparison to the financial carnage that took place in cities,

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Rock n' Roll

For those new to investing into the stock market or those that were starting to get complacent with two of the past three years of solid stock market gains, the rock n’ roll of the past two weeks has surely

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Market Alert

Several clients have contacted us asking if this is a time to reduce risk or maybe even sell 100% of their account and go to cash. Although no one can predict how this virus will play out on world economies,

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How You Feelin’?

Following a stellar 2019, with all major indices turning in 20%+ returns, the market was set up for some type of price adjustment and the 80,000 people infected by the coronavirus worldwide seems to be the impetus. For some odd

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Diminishing Return

For more than 30 years I have enjoyed conversations on financial topics with 1,000’s of people and our team working closely with 100’s of clients assisting them in achieving their financial goals. In all cases, those that became clients did

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Jobs and More Jobs

Last Thursday, the U.S. Department of Labor reported the continued decline since mid-December of new jobless claims with the low number of weekly claims unmatched since last April. Econoday observed, “In an indication of labor market strength, initial jobless claims

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