Picking individual stocks undermines true financial success. Comprehensive planning makes a far greater impact on lifetime success than investment selection.
We don’t trade stocks, and neither should you
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Stocks and Investing
“It’s Like Déjà Vu All Over Again”
We take our responsibilities with your money very seriously. Recently we made some calculated movements within the portfolio and here’s an explanation.
Gold or Hold?
Is gold a good investment right now? Whenever there are times of turmoil in the world, many pundits become gold bugs. Here are my thoughts on investing in gold.
Fun with numbers in a very weird year
Many of you might be thinking to yourselves that this year felt good, but not great. To say that 2024 is one for the record books is probably an understatement.
What a long, strange trip it’s been: How we handled market volatility in 2022 & 2023
2022 was a downright bad year, and the first ten months of 2023 have felt like at least five different, individual years. What a roller coaster ride.