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Past Commentary & Articles

Article
February 15, 2021
value investing

Investors are always looking for a roadmap that will reveal the path to market-beating returns. For long-term investors, we can look to one of the market’s worst kept secrets: value investing.

Article
February 11, 2021
bitcoin as payment for cars

There are many, varied opinions about crypto currency Bitcoin. Tesla’s recent $1.5 billion bet on Bitcoin has started quite a debate among Wall Street commentators. Investment research analyst Danny Noonan gives his perspective on this recent development.

Article
February 9, 2021
2020 Tax

The 2020 tax year was eventful in its own right with the CARES Act, stimulus payments, & federal student loan forgiveness. Before you file your 2020 tax return, keep these new guidelines in mind.

Article
February 8, 2021
Real Assets

Real assets can offer lower correlations to stocks and bonds while also providing reasonable average returns. It’s a broad group, which is at least partially hedged against inflation, because they tend to increase in price as inflation increases.

Market Commentary
February 8, 2021
savant market wise marketwise chart pack

In this month’s edition of MarketWise, we keep an eye on which asset classes dominated in January and how investors should think about “meme stonks.”

Article
February 3, 2021
2021 Outlook

As happy as we are to have 2020 in the rear-view mirror, we shouldn’t lose sight of the valuable wisdom we gained and why humility is one of the most valuable attributes an investor can have.

Article
February 2, 2021
2020 in review

The events in 2020 generated their own highs and lows. It was natural during the year to think this time is different with respect to the markets and economy. There is no doubt that 2020 was a unique year, but what is not different is that we continue to persevere through the low points in human history.

Article
February 1, 2021
gamestop trading

GameStop has struggled mightily in recent years, as gaming has undergone a massive shift to digital downloads and mobile gaming. While the fundamentals of the business haven’t really changed, the share price sure has.