We hope you’re having a great holiday season!

With the end of the year approaching, we wanted to give you a heads up on some year-end personal finance and tax tips.

Picking the right financial advisor is an important and personal choice. In order to help you make an informed decision, we’ve listed a few situations when we would not be the right financial advisor.

Markets rallied during the first half of the third quarter. However, economic data continued to show that we are not out of the woods yet. The Federal Reserve and other central banks around the world remain focused on addressing high inflation amid geopolitical issues. This led to a decline…

I hope you had a wonderful Summer and are looking forward to Fall.

If you’ve been preoccupied with the investment world (which I hope you haven’t!), you may have noticed that volatility is back. Given that, I wanted to showcase some of the good news, some of the bad news, and provide my take…

There has been a lot of news lately about the possibility of a recession. The economic data has been evolving over the past few months, so I wanted to help break it down. I’ll start by sharing some of the good news, followed by some of the bad news, and then my take....

Stocks and bonds, both in the US and abroad, experienced further volatility and declines during the second quarter of 2022. It is times like these that test us as investors. Look at a long-term chart of the stock market and you’ll see that it moves up and to the right. But in order to get those long-term results…

Overview The US stock market is down 23% since the start of the year. Almost every investment around the world is negative: international stocks (-22%), US bonds (-15%), and international bonds (-12%). Less diversified investments, such as the technology-heavy NASDAQ...

I wanted to share a few pieces of information regarding the recent market volatility. The Bad News: Succinctly put, it’s been a bad start to the year. The reasons are well known: inflationary worries, the Russia-Ukraine war, high oil prices, Covid shutdowns in China, and supply-chain shortages. The S&P 500…

The biggest event during the past quarter was the beginning of the war between Ukraine and Russia. This caused an increase in volatility across stock and bond markets. US and international stocks ended down for the quarter, as did US and international bonds. Apart from the tragic humanitarian impact, the effects of the war…