Investing in stocks, bonds or securities involves risk. Past performance is no indication of future results.
 

When the Going Gets Tough…the Strong Stay the Course

A big inevitability that many people squander a lot of time worrying about, of course, is a bear market. Trust ... Read More

 

Anomaly – Value vs. Growth

Since 1926, if you were to rank stocks by their price-to-book ratio those with low ratios (value stocks) have outperformed those ... Read More

 

Making the Case Against Day Trading and Thrill-Seeking

One of the most-thumbed books on personal finance in my local library is entitled Warren Buffett Invests like a Girl: ... Read More

 

Recent Stock Market Volatility

Things Could Be Worse Yesterday’s drop in the stock market erased all of 2018’s gains.  Volatility has returned and ... Read More

 

Why You Should Work with Real Financial Experts

The Kennedy name is one of the most famous brands in American politics. They represent a uniquely American story – a ... Read More

 

Roth IRAs for Young Investors

Why Roth IRAs? With fewer available sources of guaranteed income in retirement (social security & pensions), planning for your retirement ... Read More

 

6 Lessons For Retirees From Warren Buffet’s 2018 Shareholde...

  Many Americans believe that Warren Buffet is the best investor of all time. The 87-year-old has achieved an average ... Read More

 

Political Dysfunction

A number of our clients have contacted us about the political dysfunction and its potential impact on the markets. In ... Read More

Financial Boot Camp

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. Our 2-hour information-rich educational workshop will get you on the right track to achieving financial success. Register For the Workshop