Latest Posts
Wednesday was another “interesting” day in the markets. The S&P 500 Index was down almost 3% on the day – and follows on the heels of last Monday, where the market was also down nearly 3%. It’s been an eventful week and a half. Rather than dissect …
Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments.
Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments.
WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus,…
Retirement Insights
The latest research and helpful guidance for retirement-minded investors.
View AllInvestment Advice
Practical and actionable advice for beginning and experienced investors.
View AllOccam’s Razor Newsletter
Occam’s Razor is our take on the latest occurrences in financial planning and the markets. It is named after a principle put forth by 14th century philosopher William Occam, in which he makes the case for explanations that do not go beyond what is necessary for clarity. His “razor”, which shaves off the superfluous, is needed even more today, especially in wealth management.
View AllMarket Reviews
Exactly what the name describes, a more in-depth appraisal of the state of the markets.
View AllWeekly Review
Our weekly round up of interesting and enlightening finance-related articles, enjoy!
View All
8200 Greensboro Dr, Suite 1150, McLean, VA 22102
264 South River Rd, Bedford, NH 03110