What to Make of the Corona Virus Impact

Feb 28, 2020 | Coronavirus, Investing

“What to Make of the Corona Virus Impact” We’ve all seen the news recently as cases of COVID-19 (AKA Corona Virus) have increased not only across China, but also spread into countries such as Italy, Iran, and South Korea.  What should we make of this outbreak...

Financial Tips for Newlyweds

Feb 22, 2020 | Behavioral Finance

“Financial Tips for Newlyweds” Discussing finances is hardly a romantic idea for newly married couples but it is essential for any serious relationship.  So many couples stick with their own individual way of managing money, which may or may not mesh with how...

Showing Your Money Love on Valentine’s Day

Feb 14, 2020 | Behavioral Finance, Investing

“Showing your Money Love on Valentine’s Day” I know what you’re thinking: “What a romantic topic for Valentine’s Day!”  However, there is good reason to talk about finances on a day normally dedicated to romance and that’s because money matters are one of...

Best Advice Received by Financial Advisors

Feb 7, 2020 | Investing

“Best Advice Received by Financial Advisors” As financial advisors and/or wealth managers we tend to focus the attention on providing advice and guidance to our clients without have the spotlight ever turned back on us.  Much like a doctor or physician, when we...

Client Headlines NOT News Headlines

Jan 31, 2020 | Behavioral Finance

“Client Headlines NOT News Headlines” We recently met with a fund manager who has over 25 years’ experience in the industry and we asked him what his outlook was for 2020.  He proceeded to rattle off a number of global factors that could impact markets and the...