5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And unfortunately, just as federal emergency benefits are starting to run out, signs of a second wave of the virus are looming—and some may even say it’s already here. 

Getting Started in the Stock Market

Investing in the stock market can be extremely rewarding, but not without risk. While most investors understand that market volatility is a given in the stock market, for those trying to decide whether to invest in stocks, the volatility alone gives them pause. A lot of people are too risk averse to be comfortable investing in the stock market.

Financial Management Tips

There are a variety of financial management tools and applications available today that can be used to help you manage your money. From software applications to phone apps, there’s no shortage of help available.

Are stocks headed for a Potcom meltdown?

Stocks involved in the emerging cannabis industry have been on a tear. The industry continues to garner more attention and main stream acceptance as additional states and countries legalize its use.

Celebrating Our Fourth Aniversary

As we pass another milestone, we'd like to take a moment to thank our clients, partners, family, friends and supporters. Thanks to you, we have been able to build a firm that we are very proud of. A firm that investors have deserved for a long time.

Strategic Update – Navigating the Course Ahead Mid-Year 2018

Maybe the excitement of the World Cup has clouded our perception with “futbol fever”, but it seems like the performance of stocks and bonds in the first half of the year was very reminiscent of the quadrennial sporting spectacular. Lots of noise, tons of excitement, tension, jubilation, disappointment, trash-talking Tweets...and in the end, very little change on the scoreboard.

Our 3rd Anniversary

We are excited to celebrate our 3rd Anniversary this month. It has been a great three years of forging new relationships, strengthening old ones, and appreciating all.

Some studies show that over 70% of financial advisory firms fail within the first three years. While we never doubted we would make it, we are happy to pause and acknowledge this milestone!

Post Election Playbook

Strategic Update - Navigating the Course Ahead

After rising 6.1% through March 1st, the S&P 500 has tacked on exactly 2 points since.

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