College kids are home; primary and secondary schools are concluding their year; birds are chirping; and warm sunny days are present. You know what...
Stock Market Performance in Election Years: A Closer Look at 2024
With five months of 2024 behind us and approximately five months until the presidential election, let's check in on the stock market's performance...
Mastering Your Mind: Overcoming Emotional Biases in Investing
Many may not realize it, but we are our own worst enemy. Our brain, its chemistry, and its reactions were developed over eons to respond swiftly...
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...
Welcome Mark Bookbinder
Heritage Financial...
The Impact of Presidential Elections on Financial Markets
Who will be the new...
The Autumn Markets: A Season of Change
Autumn is a welcomed...
Cybersecurity Awareness: Protect Your Identity in the Digital Age
October is...
Estate Planning Strategies – Will’s, Trust’s and POA’s Set Up
Estate planning...