“Today's headlines and history's judgment are rarely the same.” – Condoleezza Rice (Former US Secretary of State) "Life and investing are long ball games." - Sir John Templeton 2020 in Review - A Year Like No Other What a strange year of twists and turns. We aren’t just speaking as … Read More
5 Financial Moves for the Post COVID-19 World
Think back to January 1, 2020. The economy was booming and markets were approaching record highs. Then, the Coronavirus pandemic happened. Many lost their jobs, benefits - or worse. Even if you and your partner have maintained employment and stuck to your investment plans, there are still lessons to … Read More
Monthly Stock Market Review – November 2020
“The one fact pertaining to all conditions is that they will change." – Charles Dow November turned out to be one heck of a year … errrr, MONTH!!! … for investors. If you take a look at the returns listed below those are not typos you see, but the real monthly returns for the equity … Read More
5 Characteristics to Look for in an Investment Planner
Regardless of the size of your investments or the complexity of your financial goals, you need to make sure your assets are being handled effectively. To do so, you need to work with the right investment planner. When searching for the right one, you may want to consider these 5 … Read More
Monthly Stock Market Review – October 2020
"Life and investing are long ball games." - Sir John Templeton “The world has a funny way of not coming to an end.” – James Grant Every year we get to October and we are never really sure what’s going to happen with the stock market. See, this is the one month that historically has … Read More
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