We relocated our office this week! The new office is located inside the same building as our old office. We simply moved to a different office suite within the building (so it should be easy to find if you’ve been to our office before). Our new office address is: Please send all mail and correspondence…

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In case you missed it, Congress passed a 2nd stimulus/aid package at the end of 2020 that authorized the following: Additional $600 stimulus payment to each person making under $75,000 (if filing single) or $150,000 (if filing jointly). The payments phase out for incomes above these limits. Additional paycheck protection program (PPP) funds. Certain businesses…

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I grew up playing baseball, and it was common advice that I needed to hear, “Don’t swing for the fences.” When trying to hit a homerun, you end up taking your eye off the ball, and usually miss hitting the ball entirely. In investing, there is similar wisdom. Yes, it’s alluring to find an investment…

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With Thanksgiving and Black Friday next week, I thought I’d touch on the gift giving season. It’s hard not to be swept up in the ever-increasing commercialization of the holidays. Personally, it feels like the holidays often boil down to scheduling chaos, overspending on gifts, and not enough time spent reflecting on what truly matters…

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We have covered this topic extensively leading up the the election, but here’s one more viewpoint. Some investors may consider making changes (sometimes drastic) to their investments in the month before or after an election. There is an idea that if Trump wins “ABC” will happen and if Biden wins “XYZ” will occur. In reality,…

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Some clients check their portfolios weekly. Others might only check it once or twice a year. Whenever you look at your performance, you’re really asking yourself: “How I am doing RELATIVE to some other benchmark?“ For example, if the Dow Jones Industrial Average is up 10% and your portfolio is also up 10%, you would…

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