We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
The Importance of Capital Preservation in Achieving Financial Goals To reach your financial goals, you don’t have to outperform every benchmark every year. For long-term investors, avoiding and mitigating losses is the largest factor in achieving ultimate success in your financial plan. Held every July, the Tour de France is…
Market Performance in the First Half of 2021 For the first six months of the year, the Dow Jones Industrial Average was up 12.7% while the S&P 500 Index rallied 14.4%, and the NASDAQ Composite rose 12.5%. Historically, strong stock market first halves bode well for the remainder of the…
Understanding Inflation: A Personal Perspective What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. Inflation wallops someone with kids in college and might be hardly noticeable to stay-at-home types. And recent inflation will stun someone looking for…