January 2024 Market Commentary: Is Change Afoot?
“I get paid to be suspicious when I don’t have anything to be suspicious about.” That, in a nutshell, is a decent definition of what a good money manager does for his clients – be suspicious about the current environment and wonder if change is afoot. As everybody...
November 2023 Market Commentary: A November to Remember
To say markets sprang to life in November is an understatement. Basically many indicies had returns last month that would be decent in most full years. The strong markets in November were accompanied by impressive performance in most sectors making up the S&P 500....
Recognizing and Avoiding Scams
Scammers use the internet or telephone to trick millions of people every year into sending money or giving out personal information. In this short video, we talk about how to recognize the basic signs of a scam, as well as diving deeper into a few of the more common...
