investing

September 29, 2020

Is Now the Right Time to Sell Stocks and Go to Cash?

2020 is certainly turning out to be a year for the books. It’s clear after speaking to many families all over the country that they... more

December 23, 2019

Three Gifts from Charles Dickens’ “A Christmas Carol”

As the year comes to a close, I can’t help but be reminded of A Christmas Carol. The Charles Dickens classic recounts the redemptive journey... more

September 16, 2019

“There’s Talk of Recession. Why Don’t We Get Out Now and Go to Cash?”

We hear the noise. All the chatter from the doom and gloom media, predicting a coming recession. And naturally, investors become a little rattled and... more

March 29, 2018

Don’t Put All Your Eggs in One Basket – The Principle of Diversification

Last night as I went out to my chicken coop to collect eggs for Easter (see picture below), I was reminded of the age-old lesson:... more

January 31, 2018

As Goes January, So Goes the Year?

As the year begins, the pundits and talking heads are out in full swing with their predictions for 2018. But can anyone really predict the... more

August 31, 2016

Are Your Politics Influencing Your Investment Strategies?

Whether you’re in the Trump or Hillary camp—or for the possible candidate in between—some have been asking, ”Are there financial strategies to take to protect... more

July 2, 2012

Do You Understand Investments?

People who find themselves owning complex investment vehicles often leave the driving to the professionals. And that’s perfectly acceptable, but even “passengers” should have a... more