2^nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

Historically, value stocks have outperformed growth stocks in the US, though recently that hasn’t been the case.Read More

So far the stock market has remained surprisingly sanguine in the face of the economic and human toll of COVID-19. Now as new virus hotspots emerge in the U.S., investors are having to reassess.Read More

2^nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

With COVID-19, many of us have been doing things online that previously we would have done in person. With increased internet use, we raise our risk of having our identities stolen or becoming victims of fraud. Interested in knowing if you are at risk? Read More

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a
seriously disrupted U.S. economy brought it to an end.

If you are losing sleep over volatility driven by a cascade of disheartening news, it may help to remember
that the stock market is historically cyclical.

Click here to read the full article.Read More

2^nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

These have been challenging times for value stocks. Over the 10-year period ending March 31, 2020, the Fama/French US Value Research Index returned an annualized 5.06%, well behind the 13.04% achieved by the Fama/French US Growth Research Index. This performance divergence has resulted in a substantial widening of the price-to-book spread between value and growth stocks in the US. Read More

The global COVID-19 pandemic has touched virtually every aspect of our lives, not least of which is how we save for retirement. Forbes Advisor commissioned a YouGov survey of 9,675 U.S. adults to get a deeper read on how coronavirus has impacted retirement planning. The answers were surprising.Read More