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

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

December 19, 2014

Awash in Oil…And What it May Mean for Investors

Certain situations in life are governed by what I call ‘ the playbook.’ In economics, the playbook says that falling interest rates will always stimulate... 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