30 years ago, financial advisors were the primary source for market information, such as how things are performing, statistics, etc. Access to the information was not readily available to the general public and it was a financial advisor’s job to communicate specifics with clients.

Now, thanks to the internet, anyone can access pretty much any information they want, any time they want. Thus, we generate much more value by showing you what to do with all this free flowing knowledge and analysis.

"Every word matters. Don’t make the simple complicated, make the complicated as simple as it can be. You’re not finished when you can’t think of anything more to add to your document; you’re finished when you can’t think of anything more that you can remove from it."...

No one could have predicted the rollercoaster we’ve experienced this year. From scary drops to tremendous rebounds, we’re reminded that diversifying your portfolio is a much sounder strategy than continually preparing for the worst case scenario.

We have a complex world, especially with the current tumultuous ripples of the pandemic. As we seek to make sense of the ups and downs we tend to assume a binary stance- it must be good or bad. But really it is a complicated formula with lots of different variables within the economy and of course how that relates to particular investments. We’ve gone from devastating declines to roaring rebounds – but why?