The “What, Why & How” of Direct Indexing - Part I
Part I: What is Direct Indexing
You may have recently noticed well known financial firms touting...
Inflation Hits a Four-Decade High – What This Means for Investors
U.S. inflation has surged to 8.5% in March, up from the 7.9% annual rate in February, which...
Q1 2022 In Review
Markets reflected a host of investor concerns during the first quarter of 2022. Over the past four...
Taxes Can Be a Drag
“In this world, nothing is certain except death and taxes.”Ben Franklin
When it comes to...
The Ramifications of Russia’s Invasion of Ukraine
Since the active invasion of Ukraine by Russian forces, the U.S. and its allies have responded with
Putting the Russia/Ukraine Crisis in Perspective
The S&P closed in correction territory Tuesday with all 11 sectors down, as market participants...
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The Critical Role of a Financial Advisor
Why do some investors choose to “go it alone;” to navigate the world of investing based on their...
CPI…Up, Up, and Away
According to the Bureau of Labor Statistics, The US consumer price index (or CPI) rose 7.5% in...
January Markets - Stumbling Out Of The Blocks
One month is officially in the books for 2022, and just as a marathon is never decided by the...
Market Correction…or “2022 Tech Wreck”?
It has been a rough start to the year for the stock market. After several highly volatile trading...