Investment Management

What is “Risk,” Really? 

What is “Risk,” Really?    “Risk” is a term bandied about by financial professionals with seemingly reckless abandon. It’s important to understand what is meant by the term. Risk and return are inseparable. Some clients do not fully comprehend the risk inherent in their investments. Arguably, the most important job an advisor has is to …

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Should You Own Cryptocurrency in Your Portfolio?

Should You Own Cryptocurrency in Your Portfolio?     We’ve been fielding several inquiries lately into Bitcoin and cryptocurrencies and whether they are a good “investment.” I don’t believe anyone knows what the future of cryptocurrency holds, but cryptos seem to be building momentum and it’s certainly worth understanding the risk and reward that may …

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Don’t Fight The Fed!

Don’t Fight The Fed!   The function of The Federal Reserve and how their actions are affecting the financial markets.   The Federal Reserve “The Fed” gets a lot of press and has certain responsibilities and duties that affect the financial markets. The Federal Reserve has 4 general mandates in regards to its purpose and …

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Investing and the Election

Investing and the Election   Just when it feels we cannot pack anything else into 2020.  We are now less than 90 days from the election.  Emotions are running high with all the uncertainty in 2020, and we are starting to receive questions about the election and changes to investment portfolios. The most common question …

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What is the SECURE Act?

What is the SECURE Act? Setting Every Community Up for Retirement Enhancement Act     Over this holiday break, the SECURE act will likely be in the headlines.  To avoid another government shutdown, the SECURE Act was attached to a last-minute appropriation bill that President Trump is planning to sign before the holidays.   The …

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Interest Rates’ Impact on Bond Prices

Interest Rates’ Impact on Bond Prices   It has been a heavy-hitting couple of weeks across the global economic landscape and most of the news articles are discussing interest rates.  Given this, AP Wealth has put together a short explanation of how interest rates impact bond prices.   The chart below shows the inverse relationship …

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Benefits of Schwab Alliance

                    In today’s technology-driven world, we have found that Schwab Alliance has brought great benefits to our clients. Schwab Alliance is one of the resources offered by our Custodian, Charles Schwab & Co. Inc. This online and mobile platform is designed exclusively for clients and the …

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