March Madness and Investing – The Parallels
The excitement of the NCAA basketball tournament, famously known as “March Madness,” is in full swing, and I’ve been eagerly tuning in. This annual event…
“Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen.
We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. “
The excitement of the NCAA basketball tournament, famously known as “March Madness,” is in full swing, and I’ve been eagerly tuning in. This annual event…
Baby boomers, the generation born between 1946 and 1964, are currently between the ages of 60-78. Most are retired or contemplating retirement. There are several…
When seeking a financial advisor, you might come across recommendations from friends, podcasts, or online forums to look for a NAPFA advisor. But what exactly…
Choosing a financial advisor is an important decision, as he or she will play a critical role in helping you achieve both your personal and…
In light of the recent banking crises involving Silicon Valley Bank (SVB), Signature Bank, and the takeover of First Republic Bank by JPMorgan Chase, US…
As we embark on a new year, especially after coming off one that was challenging in so many ways (especially from a financial perspective), it…
The rapid collapse and subsequent bankruptcy of FTX, a Bahamas-based cryptocurrency exchange, has consumed mainstream media outlets since mid-November. Many people, both professionals, and next-door-neighbors…
Earlier this month, the U.S. Bureau of Labor Statistics announced that the Consumer Price Index (CPI) for All Urban Consumers had risen 8.5% for the…