Stock Market Predictions for 2024

As we embark on 2024, please read and carefully consider something I read in the Wall Street Journal.
Why Does the Stock Market Go Up and Down?

When markets are flying up and down like they’ve been doing, the last thing you want to hear is “You need to think long term”. Sometimes we need more than trite expressions, even if there is an underlying truth to our first-thought answers.
Approach Investing Like you Approach a Golf Swing

Even if you are not an avid golfer, one look at this picture and you know certain things. One, you see a water hazard to the right of the green.
The Biggest Fib Your Financial Advisor Will Tell You

When I was a kid one of my favorite questions was “What do you want to be when you grow up?”. It allowed me to dream, based upon what I wanted at that time.
Is “Buy and Hold” the Best Investment Strategy?

We have heard the term “buy and hold” investing is good and market timing is bad. Before we think about this too much, it is important to accurately define what we mean.
Why is it Important to Widen Your Investment Focus?

Many of our clients work with more than one money manager. Each manager may bring a specialty and focus to a particular area of their portfolio.
Five for Friday – July 12, 2019

A regular quarterly report form JP Morgan that is always packed with great charts, tables, and graphs showing what the financial markets are doing.
Five for Friday – June 21, 2019

This helps explains why it can take so long for an investigation to determine the true cause of an air accident.
FIVE for Friday : June 7, 2019

The 75th anniversary of D-Day is this week. Read about the engineering idea that helped allied troops successfully land at Normandy.
Best Books in the First Half of 2019

Summertime is a great time to sink ourselves into something different than our regular 9-5 jobs. Here are a few notable books we have come across lately.