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September 16, 2020 Josh Gottfried Video Call

Financial planning perspectives during, as the cast of Hamilton would say, the world has been turned upside down.

Should I be buying a vaccine stock?

If you’re willing to take the risk, we would recommend bracing for continued volatility as the rollercoaster ride continues.

Are Stock Splits Again Becoming Popular?

There was a time when stock splits were very common on Wall Street

August 23, 2020 Presidential Election Market Thoughts by Matt Somberg & Nick Hogrefe

3 Reasons To Invest in International Stocks

Why would anybody have exposure to international stocks when U.S. stocks have been the better performing asset class?

July 30, 2020 Recent RMD Updates and Changes

In response to the COVID pandemic, the CARES act was passed causing some changes to your RMD’s

When Is The Right Time To Rebalance Your Portfolio by Ryan Olschefskie

During times of market volatility requires being more proactive with rebalancing your portfolio

Looking Into The Future

With so much negative economic news, and so much current uncertainty — why does the stock market keep going up?

July 4th Market Thoughts by Jim Newman

Considering the crisis in terms of the grieving process

June 28, 2020 Weekend Market Thoughts by Dan Heffernan

Stocks take a break while investors consider rising Covid-19 cases.