Posts by Stephen

Markets aren’t about politics or policy, or even the economy. They comprise the major companies of the world, all of which have a vested interest in efficiently and profitably producing the goods and services we need.

The third week of October has been designated as National Estate Planning Awareness Week. Estate planning is a vital component of every financial plan, regardless of the size of an estate. Unfortunately, the need for estate planning is commonly overlooked. This often results in wasted dollars and emotional hardship that could otherwise be minimized with proper advance planning and action.

Many investors question the benefits of diversification and ask what they should do when an investment strategy performs poorly.

If you’ve inherited assets or you’re planning your estate, it’s crucial to understand the fair market value basis rules (also known as the “step-up and step-down” rules). That way, you won’t pay more tax than you’re legally required to.

On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account owners and/or beneficiaries. We’ll answer…

The cornerstone of our long-term equity strategy and investment strategy is placing a greater emphasis on small-cap companies and value companies.

Market Commentary: Q1 2020 in Perspective – Global stock markets declined to start the year and effectively erased investor gains from 2019.

This heightened concern about the coronavirus sent global stocks quickly lower over a few trading days as investors assess the potential impact of the virus on the global economy.

Let’s take a look back at the financial market of the last 10 years. It was filled with economic uncertainty, political upheaval, and technological disruption—and global stocks more than doubled in value.

Do you have a vision for your future? Without a clear view of your personal, family and professional priorities, it is almost impossible to put a financial plan in place to achieve those goals.