Tags bitcoin Is Bitcoin an Investment? srb May 14, 2021 Cryptocurrency, and Bitcoin, in particular, have been a hot topic of conversation in the world of finance. Since we get
Tags 1st Quarter Review First Quarter 2021: Market Review and Outlook srb May 6, 2021 Tune in to listen to Dave and Nick’s review of First Quarter 2021. If you have any questions or would
Tags Covid Lessons From a Year with Covid srb February 26, 2021 How has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets
Tags Economy What to do with Stimulus Money srb February 1, 2021 Lately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it.
Tags Game Stop The Game Stop Problem srb February 1, 2021 For the last few days, all the talk in the finance world has centered around a company called Game Stop.
Lessons from the Financial Crisis srb June 12, 2018 Ten years ago, we were in the middle of the Financial Crisis. Between October 2007 and March 2009, the S…
Tags financial planning Steady As She Goes – Stock Market History srb August 22, 2015 What a lousy week for the stock market. In case you were lucky enough to miss it, on Friday, the
Tags budgeting Evaluate Your Portfolio While Markets Are Good srb August 17, 2015 On August 14, 2015, in his “Intelligent Investor” column for the Wall Street Journal, Jason Zweig wrote about the need
Tags Economy What do We Know Now That We Didn’t Know Then? srb October 16, 2014 This is a common scenario for the markets: The indices are chugging along, making some headway, and posting gains for
Tags budgeting Please Stay Seated While the Train is Moving srb October 10, 2014 On August 6, 2011, Standard & Poor’s downgraded the United States credit rating from AAA to AA+, kicking off a