facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Latest From Our Blog

When Treed by a Bear  Thumbnail

When Treed by a Bear

The market has been more bear like than bull like this month leaving every investor with a little more angst than usual. It feels at times, as investors, a bear has treed us.

Read More
Key Questions for the Long-Term Investor Thumbnail

Key Questions for the Long-Term Investor

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone

Read More
Talking to Your Kids About Money Thumbnail

Talking to Your Kids About Money

It is never too early to start talking to our children about saving money. The traditional piggy bank is a great incentive for a child when parents introduce the notion that " a penny saved is a penny earned." As the piggy bank gains weight, the child recognizes the benefit of adding coins to their piggy bank.

Read More
Can You Predict a Good Time to Buy and Sell Stocks?  Thumbnail

Can You Predict a Good Time to Buy and Sell Stocks?

A lot has been written about this topic. Over the years, we have heard a lot of ideas about timing the market. Many investors would love to have a crystal ball to predict what is going to happen next or as the saying goes, "buy low and sell high". The video tests this theory and Jim Davis, PhD runs more than 780 tests on data from 15 stock markets.

Read More
The SEP IRA  Thumbnail

The SEP IRA

Powerful tools don’t need to be complicated and they are even more helpful when they provide flexibility. Let’s take a look and see how the SEP IRA offers a small business owner the power to save and potentially deduct a lot of money while alleviating any mandatory contribution requirements.

Read More