Impact Investing

Share

It’s not necessary to do extraordinary things to get extraordinary results.” - Warren Buffett

If All Your Friends Jumped Off a Bridge, Would You?

Share

The recent market volatility has brought the subject of behavioral finance back into focus.  There are biases inherent in the human mind that affect a person’s ability to make sound decisions, whether they are related

Unwinding Timeshares

Share

While timeshares can offer access to an exciting vacation destinations, they often lose their luster and

Coronavirus Update

Share

By now you know, on December 31, 2019, China reported a cluster of cases of pneumonia in people associated with the Huanan Seafood Wholesale Market in Wuhan, Hubei Province.  A week later, Chinese health authorities c

Asset Location: Maximizing Growth While Minimizing Taxes

Share

When building an investment portfolio, we often spend a lot of time on what specific asset classes will make up the “investment pie.” Determining the right mix of asset types, namely stocks and bonds, to help maximize

Will You Receive a Surprise Tax Bill in 2019?

Share

2018 will not go down as a great year in the investment world, as the volatility of the fourth quarter brought stock market losses across all major asset classes.

Q4 Market Downturn – A Holiday Gift in Disguise?

Share

The renewed volatility in financial markets is once again reviving unwelcomed feelings among many investors—feelings of anxiety, fear, and a sense of powerlessness.

By Nature or By Mandate?

Share

As many have heard by now, the Department of Labor (DOL) made it clear through its April 6, 2016 ruling that investor interests must come first and their advisors must act in a fiduciary capacity.  T