A recent article in the Wall Street Journal suggests that we may all be in need of a bit more happiness.¹ It pointed...
To Start a New Year: In Need of a Bit More Happiness?
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Three Reminders to Start Another Year
After a difficult year, and as we look to the year ahead, here are three reminders to help keep perspective....
For 2023: Look Forward, Not Back
Most people, investors or not, tend to base their current views on what is most recent in memory. In good times, we...
Estate Planning: Helping Preserve Family Harmony
We can often have very unique visions for our legacy. For some, it may be to support the next generation to gain...
Is Now A Good Time to Consider an Annuity?
Given increasing longevity and as equity markets continue to go through a rough patch, some investors have asked...
November Market Insights: Trump, Gridlock And What It Means For Investors In 2023
Steve Jobs once said, “You can’t connect the dots looking forward; you can only connect them looking backward. So, you...
Coping With Volatility
The summer did not see much respite from the volatility that has gripped the financial markets. The bearish...
Market Perspectives: Don’t Fear the Bear
In the first half of 2022, the S&P 500 Index entered into a bear market prompting some investors to ask: will the...
A Rising Interest Rate Environment: Helping Younger Generations Navigate These Times
For the first time, the younger generation is living in a world of rising interest rates and high inflation. Over the...
Is a “Soft Landing” Still Possible?
Despite many of us feeling as though we are in recession¹ — high inflation, rising interest rates and stock market...