Since we have last spoken, we have rebalanced the stock sleeve in most accounts. Normally we rebalance these positions every 13 months for multiple reasons with the biggest one being…
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We mentioned last week that we wanted to spend this time going into 2 of the strategies we have in our portfolios. As we have seen over the last few…
What is Political risk in investments and the market? When investing there are several types of risks involved. Today, we have an example of a unique type of risk: political…
In a time where our country is in the middle of a pandemic, social unrest, and a huge election year, our thoughts can be consumed by these things. But there…
The Chase is the all-consuming drive for good when God chases you with great – Psalms 23:6. Whatever you are doing, landing a deal, selling a company, moving investments, or…
The goal of this episode is to make people aware of the options that are out there. We won’t know if this applies to you until we review with you….
How will we manage investments if the election results are contested? First, regarding the election…we respect our clients and friends’ thoughts and opinions on this topic and want to stay…
What is the difference between the S&P 500, 495, and 5? Our point is this, first watching an Index driven by 5 stocks is not a high-quality benchmark even if…
If there is not another stimulus bill what do we do? At the time of recording, President Trump had insinuated there would not be a stimulus bill he would sign….
Where in the market are we going to look to help combat a negative 12-year nominal return? This question is terribly negative. So, let’s see if we can lighten our…