3 min readInvestment Insights for Dentists During an Election YearWith election season upon us, many investors, including dentists, may wonder whether they should change their investments based on who...
5 min readInsights of 2022: Lessons to Live by in 2023?Looking back on 2022 at the Annual Market Review as well as the last Quarter with the Quarterly Market Review for Q4, we see the...
8 min readWhat to Do When the Market is Declining?Or if a Recession may be on the Horizon? “How can you be so calm when the market is declining?” asked a client recently. “Is now the...
4 min readViews on News, Wave-Riding & Balanced Asset Allocation for Q1 Quarterly Market ReviewExamining the world capital market performance for the past quarter, the Q1 Quarterly Market Review shows some stormy times and negative...
3 min readWho Won in '21?This time last year may have had many investors wondering if a dramatic stock market drop would be imminent, but the numbers are...