Investing in Perceived Danger

Investing in today’s current market environment requires a “true investor” mindset. Contrary to human nature, investors must run into perceived danger and avoid perceived safety. Unfortunately for individuals, placing their hard earned savings in investment accounts... read more

When the Market is High, Should I invest?

The question of whether to purchase investments when the market is at new highs can appear to be difficult. Only after examining the facts and implementing a sound strategy can this decision be made. The facts remain that if you invested at the absolute high of the... read more

What is Part 36 and why does it matter?

In many medical malpractice cases, after the incapacitated person receives a certain amount of money, that money must be put in a secure place (preferably an article 81 guardianship or trust). In doing so, a trustee or a guardian must be appointed to ensure that the... read more

Securities Act of 1933: Making Investors Confident

The U.S. stock market underwent rapid expansion during the 1920s. Post World War I, companies were thriving, as exports to Europe were high and unemployment was low. Heavy economic growth created overconfidence in the stock market; most of the public was participating... read more

If we don’t learn from history we are destined to repeat it

The collapse of the housing market in 2008 caused a financial crisis so devastating that it lead to a period known as the Great Recession. But was this disaster preventable? The 2015 movie The Big Short answers how some people were able to see it coming with two... read more

Investing when equity yields are higher than Treasury yields

We are half way through the year and stocks continue to outperform with very little volatility. As the stock market becomes more volatile, investors tend to get a little nervous. We have had a good run the last eight years and with that the inevitable question always... read more

Receive Updates on Latest Market Trends & Economic News

Experienced Advisors

Our team is comprised of former Wall Street professionals who have over 20 years of investment research experience to make sure all of your financial planning needs are fulfilled.

Read More