Audio

It’s been a difficult month to be sure in the markets. Here’s a helpful chart that might give just a bit of hope.

Source: Source: LPL Research & CFRA FactSet

With inflation ramping up, the Federal Reserve is taking action to try to reduce the increase in prices across the consumer and business sector. In this week’s

As Russia invades Ukraine, markets are reacting based on uncertainty for what this means for the economy and market assets. In this weeks audio update, I share

In this audio summary, I talk about the unemployment rate and why it is still as high as it is. Hope you find it helpful.

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In this week’s update, I am answering several questions I was asked recently by members of our client family as well as in media interviews. Hope you find it

In this week’s update, I am answering several questions I was asked recently by members of our client family as well as in media interviews. Hope you find it

GameStop: What’s Going On?

You have no doubt read about the drama surrounding GameStop and other heavily shorted positions. It’s a complicated issue but one

A number of initial public offerings have been floated into the market in the last half of 2020. Many have asked me what exactly an IPO is.
 
In this audio

It’s Wednesday, November 4th, and we still don’t know the outcome of the election. I would imagine it’s going to take a day or two and then have legal

Rebalancing

Rebalancing a portfolio is a strategy that has proven the test of time and is an important part of maintaining a portfolio that is balanced