Market Commentary
We are proud to share this article by CNBC where our very own Aram Schotts, CFP and Rob Souza, CFA have been quoted.
Why advisors encourage these older investors to buy more stocks PUBLISHED MON, DEC 2 20199:15 AM EST UPDATED TUE, DEC 3 201910:49…
Our Chief Compliance Officer, Ashley Guerra was quoted in another informative article by CNBC.
New client best interest rule raises standards but ‘muddies the water’ on advisor, broker differences PUBLISHED MON, NOV 18 20198:00 AM EST…
Cyber Security Best Practices
Cyber security has become a giant topic over the last couple of years. With all the different companies talking about breaches of…
Market Update
During the past week, we have seen some wild swings in the market. A number of factors have likely contributed to this…
2016 Election Thoughts
Many people were likely surprised by Tuesday’s presidential election results. There is no doubt that the markets were certainly confused on how…
Brexit Referendum
In the world of investing, the stock market loves good news, dislikes bad news, and absolutely hates uncertainty. Last week, when the…