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“The individual investor should act consistently as an investor and not as a speculator.” Those are the words of Benjamin Graham, considered by many as one of the founding fathers of [...]

Global Economies and Markets Q3 Market Review: The third quarter of 2020 began with investor optimism and continued stock market strength. Many areas of the capital markets saw positive returns [...]

Politics, a struggling economy, a global pandemic, and natural disasters: Commentary on 2020 – How you can stay the course with your finances during this tumultuous time? You will not hear [...]

Global Economies and Market Review If the first quarter of 2020 surprised investors with a global health pandemic and severe market downturn, the second quarter brought an equally historic shift [...]

Earlier in April was National Retirement Planning Week. With the markets in regular discombobulation, it seems like some sort of cruel joke! Or, perhaps discussing financial planning is timelier [...]

Global Economies and Markets The first quarter of 2020 has been challenging on many levels. With the spread of the coronavirus throughout the U.S., our daily vocabulary now includes phrases like [...]

The last few weeks have been difficult for everyone. It feels like our world has been turned upside down on many levels. The spread of the COVID-19 virus has affected almost all aspects of our [...]

As if the last two weeks haven’t been ugly enough for the capital markets, Monday, March 9, was another one for the record books with major indices seeing their biggest one-day losses since the [...]

This week in the market, the last week in February 2020, has been one for the record books. It’s hard to ignore as the news media is flashing big red text all over our TV screens, highlighting [...]

As we begin a new decade, we look back on 2019 as a year for the record books in the capital markets. We saw the market performance show outsized returns across nearly all asset classes in both [...]