June 3, 2021 As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and the stock market is near all-time highs. Although there are many positives, a lot of this […]

As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is the idea that the stock market tends to be weakest between May and October (and strongest between November and April). Stocks have done so well recently that preparing for […]

Earth Day (April 22, 2021) marks a chance to learn about the environmental challenges we face, and reflect on the ways we can become more involved and make personal choices to elicit positive environmental and social changes. Increasingly, more investors are adopting a sustainable investing approach in order to align their investment portfolio with companies […]

“The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the past year, flowers are starting to bloom and things are looking a lot better. Last month marked the one-year anniversary […]

Take a deep breath and relax.  Retirement planning can be stressful and overwhelming, but it should be a time of excitement as we imagine and pursue our ideal future.  We are being asked to plan the last 1/3rd of our lives before we get there.  That’s a big task that requires time and patience, but […]