Bull and Bear Market Cycles
As of last Monday’s market close, the S&P 500, the stock index for the largest American companies, entered bear market
The Two Most Important Stock Market Charts
There are a lot of folks out there right now on financial cable channels, on the internet news outlets, social
2022 Financial Predictions
Happy New Year! Season Two is starting! Join us, Dave and Nick, as we talk about our 2022 Financial Predictions,
ESG Investing + Webinar
We are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund
Lessons From a Year with Covid
How has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets
Investing in New Industries
How do you make educated guesses on investing in new industries and which ones are going to pay off? In
Charitable Giving Strategies
For many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe
Prediction Season!
It’s that time of year: Prediction Season! Along with new year’s resolutions, it’s time for economists and money managers to
How Will the 2020 Election Affect the Stock Market?
Does the 2020 election have you thinking about your money? Every four years America goes through a Presidential election. Every four
Steady As She Goes – Stock Market History
What a lousy week for the stock market. In case you were lucky enough to miss it, on Friday, the