Trends
The Worst Bond Market Ever
The Worst Bond Market Ever Written By: Nick Ziarek, CFP®, CFA The first half of the year presented many challenges for the markets: the Russia/Ukraine conflict, inflation climbing to 40-year…
Read More“Thank You for Taking Losses”
“Thank you for Taking Losses” Written By: Kevin Reardon, CFP® In a recent client meeting, we reviewed the negative returns in the markets and explained that we recently realized losses…
Read MoreInvestor Behavior: Impact of Cognitive Bias
Investor Behavior: Impact of Cognitive Bias Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As human beings, we all have cognitive biases. A cognitive bias is an error in…
Read MoreTip of the Month | March 2022
Retirement Income Strategies for High-Net-Worth Individuals Written By: Kevin Reardon, CFP® For our high-net-worth clients approaching and in retirement, you may have the ability to manage your way into a…
Read More2021 Closing Thoughts: Market Updates
2021 Closing Thoughts: Market Updates Written By: Nick Ziarek, CFA, CFP®, AIF® Every few months it’s my turn to write the blog post and I stare at a blank screen…
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