Written By: Laurie Hermance-Moore, Accredited Genealogist®, Heritage Bridge, and Adam D. Koos, CFP®, CMT® Have you thought about what you want your legacy to be? Of course, you want to protect and grow your financial assets, but wouldn’t you […]
Educational Articles
Between the COVID-19 pandemic and what is turning out to be the most divisive Presidential election in U.S. history, we’ve received a lot of questions about what’s going to happen if one or the other candidate wins. For starters, […]
With the real estate market on fire, I’ve received a few questions about whether or not it makes sense to sell a home today, buy one, downsize, or even rent for a period of time (if not indefinitely). We also […]
2020 is certainly going to go down in history as one of the wildest, craziest, and most memorable. In just over 100 days, the President of the United States was impeached and then acquitted, Australia experienced one of the worst […]
It goes without saying that a lot of people have already been laid off at this point with millions more who are worried about losing their job in the coming weeks and months. As of this past week, the job […]
We circled back with several financial advisors interviewed for Proactive Advisor Magazine to see how they have “stepped up” to meet client needs during this most difficult period for all. While all of these advisors saw the current societal challenges as extraordinary […]
While the coronavirus is still very much a part of our lives today, I think enough time has passed to reflect on what I’ve learned thus far. Here are some observations including five lessons that I think we can all […]
“One of our most important client principles relates to our overall investment philosophy and client education. When it comes to managing money, we focus first on defending portfolios from losses, and only then seeking competitive returns. We do not believe […]
Years ago, Barry Ritholtz wrote an article about something he called “Competency Transference,” which is when someone successful in one field decides to give another field a try, but fails miserably. The most famous example is when Michael Jordan decided […]
While we were all busy shopping for the holidays, spending time with our families, and enjoying our New Year’s celebrations (not to mention, implementing our 2020 resolutions), Congress slipped a bill under our noses that caused a boat load of […]
