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
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
With all the money floating around through federal giveaways, one might think banks are also feeling equally generous towards potential borrowers. In fact, that
Here is this week’s audio link about the content’s of this week’s Common Sense.
https://www.dropbox.com/s/ghjgnz4kft3d8bk/7.22.20%20DWM%20Audio%20Update%20v3
To make things easier this week, instead of a video recording, I’ve recorded an audio giving more detail about the contents of this week’s Common Sense. The
