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

Thinking about Cashing Out? Think again

Thinking about Cashing Out? Think again Tony Zabiegala, Chief Operations Officer and Senior Wealth Advisor Warren Buffett is quoted for ... Read More


What Gold Does For Your Portfolio

Here is how to think about gold in your investment portfolio Gold prices are at record highs leaving many investors ... Read More


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