Riding the Waves: 8 Smart Tips to Navigate the Ups and Downs of the Equity Markets
The equity markets can often feel like a rollercoaster—thrilling on the way up, nerve-wracking on the way down. For long-term investors, the key to success isn’t predicting every twist and turn, but learning how to stay balanced through the ride. Market volatility is...
Tariffs: If you fail to learn from the past…
Tariffs didn’t cause the Great Depression on their own, but they intensified and prolonged it. Tariffs, especially the Smoot-Hawley Tariff Act of 1930, played a significant role in deepening the Great Depression, though they were not the sole cause. Here’s how tariffs...
How a Diversified Portfolio Can Provide Peace of Mind
In the world of investing, there's a well-known mantra: "Don’t put all your eggs in one basket." This simple piece of advice underpins the concept of diversification. A diversified portfolio means spreading your investments across a variety of asset classes,...
How Hackers Are Using AI to Target Your Finances
The Growing Threat: How Hackers Are Using AI to Target Your Finances—and Why Diversifying Your Bank Accounts Can Help Protect You In today’s digital age, the lines between convenience and security are becoming increasingly blurred. While technological advancements...
How Long Does a Recession Historically Last?
Recessions are a natural part of the economic cycle—but when you're in one, it can feel like it might never end. Historically, however, recessions in the United States have tended to be relatively short-lived. Let’s break down how long they’ve lasted in the past, what...
How Long Do S&P 500 Bear Markets Typically Last?
The S&P 500, a benchmark index representing 500 of the largest publicly traded companies in the U.S., is a barometer for the health of the American stock market. When this index enters a bear market—defined as a decline of 20% or more from a recent high—it often...
Lessons from Financial Crisis:
The financial crisis of 2008 was one of the most devastating events in modern history, affecting millions of people around the world. It was triggered by a collapse of the US housing market, which led to a global credit crunch, a banking panic, and a deep recession....
What is Long Term Investing?
Long term investing is a strategy that involves buying and holding assets for a long period of time, usually more than a year. Long term investors aim to benefit from the growth potential and compounding returns of their investments over time, rather than from...
What Gen Z & Millennials need to know about investing:
Investing is not just for the rich or the old. It is a smart way to grow your money and achieve your financial goals. Investing can help you save for retirement, buy a house, start a business, or fund your education. But investing also comes with risks and challenges,...
Downside to typical Annuities?
An annuity is a type of financial product that provides a stream of income for a certain period of time, usually for the rest of your life. Annuities are often used as a way to supplement retirement income, especially for people who are worried about outliving their...
Congrats! You won the lottery. Now what?
What to Do Before Claiming Your Lottery Winnings Winning the lottery can be a life-changing event, and it’s natural to feel an overwhelming rush of excitement. But before you rush off to claim your prize, it’s important to take a few deliberate steps to ensure you...
Boeing Layoffs: Are you prepared for January 17th
Being laid off from Boeing can be a stressful and uncertain experience, especially when it comes to managing your financial future. One of the key assets many employees accumulate during their careers is their 401(k) retirement savings. If you’ve been laid off, it’s...
The Company
We’re completely independent from outside sources; beholden to no one other than our clients.
The Advisors
Our Financial Advisors have seventy-five years of combined experience in the financial services industry.
Code of Ethics
Our Code of Ethics is an expression of our recognition of our responsibilities to the public, to clients, and to colleagues.