by Shar Gogerdchi | Jun 5, 2023 | Blog
As we head towards the mid-point of 2023, the month of June brings the onset of Summer and provides a great opportunity to reflect on what has happened so far and what may be ahead for the remainder of the year. While the weather has changed with the warm and humid...
by James Denora | May 8, 2023 | Blog
The first rule of investment management should be “Don’t lose money.” Clients entrust us with their life savings, their pot of gold, so that it can be a bigger pot sometime in the future, when they need to draw upon it for retirement income. Generally, people like...
by Shar Gogerdchi | Mar 9, 2023 | Blog
We have been hearing a lot about inflation recently, what it means for the Economy, the Fed’s responsibility to keep it under control and how it affects the capital markets. Federal Reserve Chairman Jerome Powell spoke to congress this week, answering questions from...
by James Denora | Feb 15, 2023 | Blog
This was not the intended article for this space this month. I was going to write about the differences in the markets from 2022 and so far in 2023. I was going to talk about investment risk and reward and the benefits of having a plan. This was the intention until I...
by Shar Gogerdchi | Dec 7, 2022 | Blog
With only a few weeks left in 2022, we will soon ring in the New Year and look back on this challenging year for the markets. Bond investors have experienced historic volatility and the traditional 60/40 portfolios, where 60% of your assets are in equities and the...
by James Denora | Nov 14, 2022 | Blog
As we approach year-end, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes on December 31, so itis important to evaluate your tax situation now while there is still time to affect...
