5 Insights as Markets Stabilize in Q2

Investors faced historic challenges during the first quarter of the year as markets fell into correction territory.
Consumers Need a Pep Talk

Markets have shown greater signs of stability since the Fed’s rate hike announcement two weeks ago. Not only was it widely expected, but many investors believe the Fed should tighten even further.
Cyber War: How to Fire Back

There is a lot of concern and talk about the increase in cyber-attacks and hacktivist uprising amidst the Russia/Ukraine conflict.
Staying Centered Amidst Chaos

The world is a chaotic place right now. There’s always a degree of chaos of course, but there seems to be an abundance of it currently – war, sky-high inflation, crime, market turbulence…and the list goes on.
It May Be Time To Review Your Estate Documents

Just like your annual physical, it’s a good idea to schedule a check-up for your estate documents to make sure everything is as you intend.
What the Spike in Energy Means for You

While the humanitarian impact of Russia’s invasion of Ukraine is the top concern, investors also continue to face a challenging market environment as the conflict intensifies.
Geopolitical Risk: Russia vs. Ukraine

*Update – Since I wrote this article yesterday, things have escalated quite a bit. Russia has now launched a full-scale attack on Ukraine. If you’re invested in the stock market, facing periods of geopolitical risk is unavoidable. Headlines on regional and global conflicts can be alarming since they are unlike the typical flow of business […]
Consider Both Sides of the Inflation Story

As a follow up to my article from last week, I wanted to provide more color on another angle of the inflation story.
Inflation Is Way Up, Why Aren’t TIPS?

Inflation is higher than it’s been since the early 80’s, so why aren’t TIPS (Treasury Inflation-Protected Securities) up too?
Everyone’s Talking Inflation

Everyone is talking about inflation. Last year the conversation centered around the theoretical, as inflation hadn’t kicked in to high gear.
Understanding FDIC Insurance

The FDIC is an independent government agency that protects bank depositors from the loss of uninsured deposits at an FDIC-insured bank.
Modern Portfolio Theory vs. Behavioral Finance

Two different belief systems serve as the basis for investment decisions: the Modern Portfolio Theory (MPT) and Behavioral Finance (BF).
What a Hawkish Fed Means for You

Stocks have fallen to start the year as the prospect of a more hawkish Fed weighs on the market – tech stocks have been hit hardest.
Changes to Required Minimum Distributions in 2022

The New Year brings good news to anyone who must take a Required Minimum Distribution (RMD) from their retirement accounts.
5 Investment Lessons for 2022

With the ups and downs of the market and the pandemic, the fact that we are in the third year of the business cycle may surprise you.