Summer Reading Recommendations

College kids are home; primary and secondary schools are concluding their year; birds are chirping; and warm sunny days are present. You know what...

What You Need to Know about 529 Plans

Although it is never too late to start the process of saving for your child’s education, the earlier you start, the more advantageous the funding...

Debunking the Summer Investment Strategy

“Sell in May and go away” is an old Wall Street adage suggesting summer months offer lackluster returns.   The inference is investors are better off...

Gold vs. Inflation: Debunking the Myth

Recent inflation data has brought back the debate about enduring or fading inflation. Time will settle the debate with the Federal Reserve playing a...

April’s Volatility

The vacillating VIX vexed investors during April’s volley. April’s rainy month was accompanied by stock market jitters. A dreary April can be...

Age-Proof Your Brain

These weekly newsletters generally center around all things investment. We try to keep you apprised of market developments, economic changes, and...

Separating Politics from Investing

Six Months. Six more months before we get to pull the lever in the voting booth. That also means six more months of election media chatter. Politics...

Market Volatility

Markets go up… until they don’t. I know, revolutionary insight. Another momentum cliché is, “the trend is your friend.” Momentum investing is just...