February 2019 Monthly Insight – The Year Ahead

“Come what may, all bad fortune is to be conquered by endurance.” --Virgil, Roman poet, born 70 B.C. We hope your 2019 is off to a rousing start. Whether you reached your personal goals in 2018, faced challenges, or are looking for a 2019 reboot, let’s take a moment...

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December 2018 Monthly Insight – Diversification

“You have to understand what market history looks like. What market history tells you is that the very, very best investments are made when things look the worst.” —William J. Bernstein Diversification of an investment portfolio is a best practice for long-term...

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November 2018 Monthly Insight: The October Effect

"October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February." —Mark Twain Finally, the month of October is over.  What is it about the month...

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August 2018 Monthly Insight: Don’t Fear the Yield Curve

“A flat yield curve, or even an inverted one, should not be on top of our worry list under today’s accommodative monetary conditions," --Burton Malkiel, Princeton professor of economics and author of "A Random Walk Down Wall Street", July 31, 2018 Recently you have...

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June 2018 Monthly Insight: GDPR and Your Privacy Rights

"You have to fight for your privacy or you lose it." --Eric Schmidt, former Executive Chairman, Google and Alphabet The General Data Protection Regulation (GDPR) Over the last few weeks, you’ve probably received numerous emails from social media sites, apps you use,...

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