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Category: Equities

When is a “Too Good to be True” Financial Strategy Truly Good?

June 22nd, 2021|

Every Now and Then, “Too Good To Be True” Should Not Get a Bad Rap! In my role as a wealth manager, financial firms regularly approach me to discuss planning strategies or investments that they promote as innovative and unique. Most of the time, I find that they are [...]

When Is a Terrific Investment Not So Terrific?

May 24th, 2021|

Maybe you are a professional who has worked for one or just a handful of companies over a long and successful career. During that time, you have been a diligent saver and investor and now find yourself with what some people would view as a “first world” problem. While [...]

Are Value Stocks Poised for a Comeback?

April 24th, 2021|

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it's possible this trend may continue, some analysts think that value stocks may have strong appeal during the economic recovery.1 No one can predict the market, of course. And past [...]

Investing with Confidence for the Long Term

April 17th, 2020|

Experiencing a major pullback in stocks is never a comfortable feeling. In times like these, we believe it can be helpful to set aside the daily headlines and keep perspective of how stocks have historically performed over the long term. After all, the majority of market participants are long-term investors, [...]

Should Stock Investors Sell Now?

October 5th, 2016|

Should stock investors sell now? It’s been a good year for stocks — for the year-to-date period ending September 30, 2016, the Standard & Poors 500 has returned 7.84% despite the year’s rocky start in January and early February. But has performance been too good? Seven-and-a-half years into the bull [...]

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