facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our Investment Views

The Thought Behind Our Investment Advice

1+1= More than 2  Thumbnail

1+1= More than 2

While investment performance is important (and we focus on that), our responsibly is more than numbers on a screen. It’s to helping you feel confident and secure in your future as you reach to achieve your own goals and life’s fulfillment.

Read More
It's been a tough week in the market Thumbnail

It's been a tough week in the market

Fears of the corona virus spreading have shaken the market but it’s worth remembering, we have seen this before.... In the near term, impacts of the virus and quarantined cities will impact global growth and trade. Once the virus clears, we usually see pent up demand fuel a quick bounce back in GDP and trade.

Read More
"Creative De-Construction" Technology  Thumbnail

"Creative De-Construction" Technology

Analyzing technology companies presents an exciting challenge, as they are creating new methods of getting things done. Often in transformative ways. In essence, we brainstorm about the future and how the digital and physical worlds will interact. Here are some of our thoughts

Read More
Creative De-Construction of Health Care Thumbnail

Creative De-Construction of Health Care

On a regular and routine basis we evaluate positions held within client’s accounts. We call it “creative de-construction” of the portfolio as each position within the accounts should provide a combination of diversification, safety and growth.

Read More
Business Debt and Our Financial System  Thumbnail

Business Debt and Our Financial System

"As of now, business debt does not present the kind of elevated risks to the stability of the financial system that would lead to broad harm to households and businesses should conditions deteriorate" - Jerome Powell

Read More
Negative Interest Rates  Thumbnail

Negative Interest Rates

Negative interest rates are a signal that central banks in major developed countries are taking serious steps to fight slow economic growth. If you think of an interest rate as the fee you pay to borrow money, a lower interest rate means a lower fee. When the fee goes down, banks and people are incentivized to borrow money and therefore, spend more money. Negative interest rates, while unusual, create an even more dramatic incentive to borrow (again, imagine getting paid interest to borrow money) and stimulate more borrowing, more spending, and more economic growth.

Read More
MidYear 2019 - rerouting trade and going public while the getting is good.  Thumbnail

MidYear 2019 - rerouting trade and going public while the getting is good.

The stock market is not always a place for action but rather for strategic thought; we believe to be a successful investor you have to use both the left-brain to examine companies, charts and valuations, and the right-brain to strategically look through the trees (macro headwinds) to see the horizon (what makes sense in the future).

Read More
Am I Saving Enough for My Child's Education?  Thumbnail

Am I Saving Enough for My Child's Education?

The cost of tuition has increased 5.4% for the last 30 years which means in 18 years the cost of 1-year of in-state tuition will be approximately $56k. Using a 529 account will help your child avoid student loans later.

Read More
Top Financial Fears That Affect Women  Thumbnail

Top Financial Fears That Affect Women

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

Read More
5 Steps to Determining Your Risk Tolerance Thumbnail

5 Steps to Determining Your Risk Tolerance

How much uncertainty you can live with? Do you watch the stock market daily? If so, does it fill you with dread or excitement? Asking yourself these kinds of questions will help better determine your risk tolerance.

Read More