Ah, we restless humans. Sometimes, it pays to strive for greener grass. But as an investor, second-guessing a stable strategy can leave you in the weeds. Trading in reaction to excitement or fear tricks you into buying high (chasing popular trends) and selling low...
It’s that time of year when economists and market “experts” lay out their predictions for GDP, inflation, stock returns, interest rates and everything else you can imagine for the year ahead. Our advice when it comes to these predictions – ignore them all. Most are...
Do you still need a living, breathing financial advisor to get good financial advice? In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment management tools, you may wonder… You do. But with a twist....
So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect next… We share in your frustration over the maddening lack of resolution to date....
Good news! We are pleased to announce Senior Partner and Wealth Advisor Scott Fisher, CFP® has earned the Behavior Financial Advisor (BFA™) certification. About the BFA™ To earn the BFA™ certification, financial advisors must complete two in-depth...
We wish you a happy New Year and hope you were able to close out 2022 with friends and family. The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given the market’s continued instability...