Interest rates have been rising quickly in recent months, capturing widespread attention for good reason. It’s rare...
Wealth Management & Markets
What is a Bond & Why Are They Important?
Investment portfolios generally consist of stocks and bonds, but stocks seem to get all of the attention. Stocks seem...
An Off-Broadway Guide to AI
The explosion of artificial intelligence or AI over the last several years has been extraordinary, and the reality...
Market Turbulence and Recession Fears: What You Need to Know
As stock indexes plummet from record highs, many investors are left wondering what’s next. US stock indexes have been...
ESG Investing: It’s Not Easy to Invest with Heart
Environmental, Social, and Governance Investing, or ESG is a hot topic right now. You may have seen ESG options in...
Reddit Takes on Wall Street
The Reddit drama with GameStop and AMC has many people captivated, and it’s fascinating because nothing like this has...
Coronavirus: To Sell or Not to Sell? (Mostly, Not)
The markets call things like the coronavirus black swan events. That thing with a very small chance of happening, but...
An “Interesting” Year
It’s Been an “Interesting” Year! Coming into 2018 the stock market was still chugging along with the momentum of a...
Why Are You Still Using Mutual Funds?
In thinking about this blog post I considered writing about “investment containers.” People will often say “I have...
A Midsummer Glance at the Markets
We’re half way through 2018, which is a great time to take a look at where we are and where the rest of the year may...
Well, That Escalated Quickly.
Over the course of a few short weeks the stock and bond markets went from a period of quiet, uninterrupted bliss to...
Retail Investors and Bull Markets
To set the stage, a rising market is often called a bull market. This comes from the idea that an attacking bull...
What is a Bitcoin Anyway?
The bitcoin is getting a lot of attention these days, mainly due to its surging value. It has attracted many...

