2021 Market Themes

“Everyone has a plan until they get punched in the mouth”, a quote made famous by a man whose antics in the ring were just as infamous as they were outside of it, Mike Tyson.

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What Are We Reading?

Check out some of the articles we have found interesting this week: What Parts of Joe Biden’s Tax Plan Could Pass—and How Those Changes Could Affect You Here’s When the COVID Vaccine Could Be Delivered

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What Are We Reading?

Check out some of the articles we have found interesting this week: When should stock-market investors start worrying about rising yields? What The U.S. Economy Might Look Like Under Biden Vs. Trump Pfizer’s Coronavirus Vaccine

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What Are We Reading?

Check out some of the articles we have found interesting this week: Dave Ramsey – Never Do These 10 Things with Your Money The Inventor of the ‘4% Rule’ Just Changed It Next Round of

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Navigating the 2020 Election

November is right around the corner which means one of the most polarizing elections in recent memory is upon us. In an effort to best serve you, we felt it was necessary to provide a

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Q3 Market Recap

Where does the Market Currently Stand? Global markets rallied in Q3, as both domestic and international stocks posted very healthy returns during the quarter. This past quarter was a tail of two environments, as both

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What Are We Reading?

Check out some of the articles we have found interesting this week: The Best Election Outcome for Stocks: Goldman Sachs What will filing taxes be like in 2021 – and how can you prepare? Should

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What Are We Reading?

Check out some of the articles we have found interesting this week: U.S. Jobless Claims are Rising Again Opinion: The U.S. Needs $3 Trillion in Fiscal Stimulus US Warns Climate Change Could Cause Economic Chaos

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What Are We Reading?

Check out some of the articles we have found interesting this week: U.S., China Reaffirm Commitment to Phase 1 Trade Deal https://www.forbes.com/sites/sergeiklebnikov/2020/08/24/apple-stock-could-surge-even-higher-following-2-trillion-valuation-morgan-stanley-says/#3c5898766eda Experts See Progress on a COVID-19 Vaccine Salesforce, Amgen and Honeywell added to

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Trump’s Executive Order: What Does That Mean For You?

President Trump has taken executive action in an attempt to provide relief for the American people. Here are the four actions proposed and what they actually mean: $400 Unemployment Benefit – The Federal Government will

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12 Things Athletes Must Know About Their Money

Know Why – Educate. Educate. Educate. A PhD in investing is unnecessary, but you must know why your advisor(s) is doing what he/she does. Ask questions. Be curious. The Difference Between Income Rich vs. Asset

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Stock Market Performance Under Every U.S. President Since Truman – What You Should Know

November is right around the corner which can mean only one thing: election season. As both parties make their case for 1600 Pennsylvania Avenue, the rest of the nation waits in anticipation of what might

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