The return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022. Stocks and bonds alike

Superior client service requires staying well informed on a multitude of topics. The state of the economy, fiscal & monetary policy, as well as tax

What is the January Effect? A common belief is that there is a general rise in securities prices during the month of January. This rise

What is an RMD? A Required Minimum Distribution (RMD) is a minimum amount that a retirement plan account owner must withdraw annually starting with the

In economics, Inflation is defined as a general rise in the price level of an economy over a period of time. When the general price

The Committee for a Responsible Federal Budget (source image below) has been tracking the amount spent so far fighting Covid, we know that Trillions of

The reason why individuals invest is that they have life goals. These life goals will significantly vary from person to person.  For instance, one person

The pandemic came with many lessons. Ask any of your friends, and they’ll tell you that the Covid-19 era taught them the essence of maintaining

The Dow Jones Industrial Average (DJIA), the price-weighted index that tracks 30 large blue-chip companies, made history this week by closing above 31,000, up from it’s 30,000

I don’t think it needs to be said that 2020 was a very challenging year for many of us. As we look forward to 2021, it