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Past Commentary & Articles

Article
February 2, 2022
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Valuing fine art can be tricky because artwork is a one-of-a-kind asset. Unlike stocks or currency, fine art requires more care to find its value. Its fair market value hinges on authenticity, market trends, its condition, and other factors.

Article
January 27, 2022
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Knowing how and when to tune out the noise of alarming stock market headlines can relieve anxiety and help you stay on the path to a better investment experience.

Article
January 25, 2022
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Choosing the right allocation for your portfolio is the most important decision an investor will make. It’s essential to have the right balance between earning enough return to meet your financial goals while only taking on as much risk as you can tolerate.

Market Commentary
January 20, 2022
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COVID-19 cases spiked to all-time highs, however, deaths and length of hospitalizations remained below last year’s peak. Meanwhile, inflation accelerated every month since September. Equity markets continued to climb as the S&P 500 achieved 70 all-time highs in 2021.

Market Commentary
January 19, 2022
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Last year, stocks went up and became less expensive at the same time. The S&P 500 finished the year up nearly 29% and its price-to-earnings ratio started the year at 29.9 and ended the year several points lower. If you’re wondering how this is possible, read on.

Article
January 19, 2022
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As you manage your finances, keeping benchmarks can help you stay on track. You may watch your credit score to measure how you’re doing financially. But there’s another number that can also help determine your financial health: your net worth.

Article
January 13, 2022
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It isn’t often we get good news from the IRS, but if you’re one of the many older Americans who must take a required minimum distribution (RMD) from your qualified retirement plan this year, your year just got off to a great start.

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