New Market Cycle

We are now nearly seventeen months into a global pandemic battle, a battle no one foresaw.  The history books will ultimately have the final say on this crisis, along with a better perspective on its ultimate social and financial costs.  Thankfully we are much closer to this episode being over and hope that everyone’s family…

Preparing for the Next Bear Market

One of the more difficult lessons we learn as financial advisors is that our clients tend to forget the level of anxiety, and in some cases, absolute terror, that accompany bear markets. This bout of forgetfulness typically accompanies bull markets, or in the recent case, very long bull markets.  Those advisors who guided clients through…