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2020's Maxim: Expect the Unexpected

2020's Maxim: Expect the Unexpected

In third-quarter markets that represented a second consecutive quarter of remarkable overall gains, what stock outshone all the others in the S&P 1500 Composite Index?

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Wealth Management Dos and Don'ts During the Coronavirus

Wealth Management Dos and Don'ts During the Coronavirus

Coronavirus news is so much a part of our lives now, that I was stunned to recall that six months have passed since the Centers for Disease Control announced the first U.S. case! From there, we all know the story: America’s fear grew worse, more...

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10 Things to Do Right Now While Markets Are (Not Really) Tanking

10 Things to Do Right Now While Markets Are (Not Really) Tanking

“This is a test; this is only a test. Had this been an actual emergency …”

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Post-Election Reflections

Post-Election Reflections

Whether you’re feeling elated, deflated or mostly just jaded about yesterday’s presidential election, I wanted to share a few thoughts related to the “What’s next?” that may be on your minds.

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Don't Bet on the Next President to Boost Your Portfolio!

Don't Bet on the Next President to Boost Your Portfolio!

With the presidential election now just a month away, I’m seeing more and more stories in the news about how and whether the presidential election (and subsequent administration) may affect investment portfolios. And fortunately, the ones I’ve seen...

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