This month we want to highlight some of the key takeaways from our quarterly update video as well as expand on a couple of areas that may be in focus in the months ahead. Signs of life in the global…Read More
Through much of the year, strong year-to-date gains have been touted, and even despite a near 10% selloff since July, the S&P 500 remains up over 8.5% year to date. However, that strength has come from an ever narrowing list…Read More
If we’re only ever looking back we will drive ourselves insane As the friendship goes resentment grows We will walk our different ways But those are the days that bind us together, forever And those little things define us forever,…Read More
The total value of all crypto assets is over $2.2 trillion as of December 2021. Bitcoin and Ethereum make up about three quarters of that. Today’s topic, NFTs, are worth over $27 billion and growing fast! Although crypto markets may be…Read More
This month, we added a new technology platform, called FeeX, to help us better manage our clients’ employer-sponsored 401(k) accounts and other outside assets. In the coming weeks, we will begin migrating clients to this new platform. If you currently…Read More
By Matthew Pierce, CFA Yogi was right, and it’s particularly difficult when it’s your hard earned money on the line! Uncertainty never goes away, it just changes shape. It is the water we swim in as investors, so we should…Read More
