Qualified Opportunity Funds (QOFs) have received a lot of attention in the press lately and the expectation is that you will hear more about these funds by year end. Most…
Read More
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.
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 …
The change from working and saving to not working and spending from your portfolio is daunting. Layered on top of these “normal” concerns are today’s troubling headlines. This “headline risk” has contributed to recent market volatility. While we unders…
When you’re investing, you need to focus on the long-term. This is one of those pieces of received wisdom that everyone has heard, and most people at least pretend to believe it, but it’s often wildly misinterpreted. There’s this idea out there that st…
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,…
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, Occam’s Razor is a term used to “shave off” or dismiss sup…
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…
1900 Gallows Rd, Suite 350, Tysons, VA 22182
264 South River Rd, Bedford, NH 03110