Rebalancing: Why It’s So Important
As we passed the second quarter of 2024, our clients’ portfolios were reviewed for rebalancing. But what does rebalancing an account entail and why is that so important? Investopedia explains ... Read MoreRead More
Category: Risk
2022 Investment Market Recap
It’s clear that 2022 was a significant negative year for US and world markets. The S&P 500, Dow Jones Industrial Average, and Russell 2000 had annual losses of 18.44%, 8.78%, ... Read MoreRead More
Cryptocurrency: Are you missing out?
Do you suffer from FOMO? FOMO stands for Fear Of Missing Out. Just about everyone suffers from this in one way or another. Bitcoin and Dogecoin, among other cryptocurrencies have ... Read MoreRead More
Short Selling, Stock Picking, and GameStop
At this point most everyone has heard of the craziness surrounding GameStop stock over the last few weeks. There are several things we can learn from the madness. First I ... Read MoreRead More
Stocks vs Real Estate
The comparison is often made between investing in Real Estate vs investing in the Stock Market. There are many strong points to both arguments, but as an Investment Advisor, I ... Read MoreRead More
Did You Learn from the Crash of 2008?
Many investors and young potential investors are still scared out of their minds because of what happened to a lot of innocent investors in 2008. I have heard a few ... Read MoreRead More
Are you using Modern Portfolio Theory in your Investing?
Many people are scared of investing in stocks because they have heard that they are very risky. Then on the other hand you have people who take investing risks that ... Read MoreRead More
Is It Now Safe to Invest in the Stock Market?
All time highs and continued growth in the stock market seem to scare investors. You can hear fears of a pull back on any media outlet you prefer. But Perhaps ... Read MoreRead More
Bitcoin: Are you Missing Out?
Do you suffer from FOMO? FOMO stands for Fear Of Missing Out. Just about everyone suffers from this in one way or another. Bitcoin is becoming more of a household ... Read MoreRead More
Do You Have the Investor Instinct?
Many investors and young potential investors are still scared out of their minds because of what happened to a lot of innocent investors in 2008. I have heard a few ... Read MoreRead More