October 28, 2020 Josh Gottfried Video Call

3rd Quarter 2020 Market and Investment Summary

Two themes dominating the Stock Market in 2020.

Does the S&P 500 Still Provide Diversification?

The technology sector’s dominance raises the question

Will the Shift Towards ESG Investing Last?

Will the Shift Towards ESG Investing Last?

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