By now, most of us have used driving directions apps such as Waze or Google Maps to get directions, a live traffic map and road alerts. What a great technology for traveling in congested areas. One of the great features of these new apps is their ability to help guide you through traffic to get … [Read more...] about Waze Your Investment Portfolio
A Simple Way to Vastly Improve Your Investment Performance: This tongue-in-cheek letter was written by Jim O'Shaughnessy who is the Chairman and CEO of O'Shaughnessy Asset Management (OSAM). Jim is the author of four books on investing, including What Works on Wall Street, a … [Read more...] about What Works on Wall Street by Jim O’Shaughnessy
This uplifting Holiday video is from a German mail order pharmacy company called DocMorris. The video drives home what the Holiday season is all about - family. As a grandfather to my 1.5 year old granddaughter Madelyn, I related to the video and thought you would as well. It is a four … [Read more...] about Uplifting Holiday Video
What a year it has been – and as if Covid-19 and the election were not enough, there’s been new legislation impacting retirement plans and taxable investment accounts. Despite the legislative changes, you can still increase your savings and possibly lower your 2020 taxes. And there are new ways to … [Read more...] about Actions to Consider Before 2020 Ends
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating but know that you’re not alone. Know that we are here to help as your … [Read more...] about Key Questions for the Long-Term Investor
The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market. Our interactive exhibit examines market and economic data for nearly 100 years of US presidential terms and … [Read more...] about How Much Impact Does the President Have on Stocks?