There’s a lot to unpack in the newly-passed, newly-signed American Rescue Plan bill, beyond the fact that the government is once again sending checks out to American families. The goal is to help relieve the economic suffering caused by the COVID pandemic in...
Market ups and downs are always going to be part of our lives. Many investors use a “buy and hold” strategy in their Portfolio, a compelling long-term investment method. What may end up happening is the lack of change in the investments may cause some...
At one time, considered a niche area of investment practice, Sustainable and Responsible Investing (SRI) now embrace a broad investment audience that includes individuals, including high net worth and otherwise, and institutions such as pension plans and endowments...
When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is the price you pay for the temporary use of someone else’s funds; an interest rate is the percentage of a borrowed amount that is...
Lately it seems as if every client or potential client I see asks about the possibility of a looming market correction. Investors are loving these good times, but they’re smart — they know the market runs in cycles, and the good times can’t last...
