News Category

Investment Strategy

Annuities: What to Consider

Historically, annuities have been a controversial topic and often subject to criticism among financial advisors. And, to some extent, there is good reason for this. Annuities have been synonymous with aggressive sales tactics and high fees. But is there ever a case for purchasing an annuity? And what are the options if you already own one?

Why Stock Buybacks Are Significant

As the name implies, stock buybacks (also known as share repurchase programs) happen when companies buy back their own shares.

Can You Afford That House?

An incredibly strong housing market over the last few years coupled with rising interest rates has put affordability out of reach for many home buyers.

Ask the CIO: Let’s chat a bit about bitcoin

Will cryptocurrencies eventually become legitimate?  Will some type of digital currency ever take hold?

Getting Real about Rebalancing

The last 17 months have been quite the run for stocks. The S&P 500 is up over 100%1 since the pandemic low on March 23, 2020.

Collecting Collectibles? Consider this.

When you think of collectibles, the first things that may come to mind are your baseball card collection, the Persian rug in your living room, or the 1967 Ford Mustang in the garage.

Building Investment Stamina Through Better Rebalancing

Two of my favorite lifetime pursuits are: (1) matching wits with brown trout on local streams, and (2) seeing clients reach their financial goals.

How I Organize My Money

Some of you may be wondering what financial guidance to provide your children who are graduating college or starting their working careers.

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