facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Latest From Our Blog

Six Important Questions About the Magnificent 7

Have you ever heard of the Magnificent 7? No, I’m not referring to the classic western film starring Yul Brynner and Steve McQueen. I’m referring to the seven companies most responsible for the stock market’s rise over the past year. In fact, they have played such an oversized role that it’s time to start thinking about what might happen if they were to…stop.


The Long View

As this market bounces around, we must focus on “The Long View.” Countless studies have repeatedly shown, “It’s time in the market, not timing.”


2023: The Year in Review

As you know, many noteworthy and historic events happened in 2023. Conflicts in Gaza, Ukraine, and Sudan. India surpassed China as the most populous country in the world. New temperature records were set all around the globe. The use of “artificial intelligence” exploded and turned multiple industries on their heads. Chinese spy balloons and deep-sea submarines grabbed the headlines. The “Barbenheimer” phenomenon reinvigorated Hollywood.


What are the pros and cons of investing apps?

Mobile investing apps enable people to buy and sell certain types of securities right from their phone. They have provided investors with a quick and easy way to access the markets. For new investors who are just getting started, these apps have made the act of investing more accessible than ever before.


Market Correction 2023

You probably saw the news: On October 27, the S&P 500 officially slid into a market correction. A correction is when the markets decline 10% or more from a recent peak. In the S&P’s case, the “recent peak” was on July 31, when the index was at 4,588.1 On Friday, the index closed at 4,117 – a drop of 10.2%.1


Cause and Effect

If you’ve been paying attention to the headlines, you know that September was a rough month for the markets. What’s behind this surge in volatility? While it’s easy to see all these numbers and headlines and feel overwhelmed, it might be helpful to think of the markets as a knotted-up ball of string. By slowly tracing the string backward, we can gradually untangle it.

Check the background of this firm/advisor on FINRA’s BrokerCheck.