Financial

Imagine this: the year is 2014 and your diversified investment portfolio is earning a measly 7% while your neighbor Joe’s S&P 500 index is up over 14%(1). As if that wasn’t enough, Dianne, across the street made a risky decision to buy airline stocks and she’s all but doubled her investment (2)! … [Read more...] about Why it is Better to Lose Small than Win Big

It feels as if 2020 produced enough headlines for a decade. A global pandemic, mass protests, an emotionally charged election, and some dude named the “Tiger King” are just a few of the many stories that kept our interest. Yet, here it is the second month into 2021, and Gamestop is dominating the … [Read more...] about How Gamestop Became the Battleground for Retail Investors and Hedge Funds

On January 18th, we initiated a gold position in many of our portfolios and increased gold as an asset. As many of you know we are not flashy day traders. On the contrary, our investment approach has a long term outlook, is disciplined, and is built on the fundamentals of asset allocation. With that … [Read more...] about Why Our Firm Increased Gold as an Asset

Well, that was a year to remember! I won’t spend too much time talking about 2020 as we are all looking forward to moving on. However, it may be worthwhile to do a short recap of what happened to markets and how they concluded in this 2020 fourth-quarter market update. Things were pretty bad in … [Read more...] about 2020 Fourth Quarter Market Update

For a few years, my family and I rented a small ranch in a community where I lived. The homes were built in the 50’s and 60’s and many of the people that lived there were the original homeowners. Most of our neighbors were retired, or getting ready to go into retirement, and many of them had grown … [Read more...] about Retirement: Understanding the Numbers and Psychology

Two things in life are certain: death and taxes, but have you ever considered the impact your death has on the taxability of your assets? Depending on how you are saving, you could potentially be passing a tax burden onto your heirs. There are three different ways accounts are treated for tax … [Read more...] about Death and Taxes: How Both Affect Your Assets

Have you ever heard of “FAANG,” when it comes to investing? The concept is an acronym for what is currently considered the “5 hot stocks” to buy in current markets. “FAANG” stands for Facebook, Apple, Amazon, Netflix and Google/Alphabet. These are considered 5 of the hottest stocks in the market … [Read more...] about What “FAANG” is and Why it’s Important