Allen MinassianMar 1, 20212 minThe Year After | Looking Beyond 20202020, with its deadly pandemic, global recession, stunning market collapse and surprisingly rapid recovery, reinforced the notion that it...
Doug LagerstromJan 31, 20202 minFollow the Money | Just Be Careful Where You GoWhen there is a truth to be discovered, a common refrain is, ”follow the money.” Mike tells us what people really believe. You may think...
Doug LagerstromJun 30, 20192 minStay Active | Know What You Have“Just buy the index.” “It is cheap and gives you access to the whole stock market.” “You’ll outperform in the long run.” Statements like...
Doug LagerstromMar 31, 20183 minMomentum Investing | What Goes Up, Goes Thud“The trend is your friend.” I don’t know if you’ve heard that expression before or not, but it is a well-known wall street axiom. Well...
Allen MinassianJan 31, 20182 minAre You Secure? | Threats of a Digital AgeThe world has become a global society of universal connectivity, where people expect to have instant access to data and services across a...
Allen MinassianMar 31, 20172 minCool and Collected | The Balancing Act of InvestingIt doesn’t take much to make investors uneasy about the markets these days. Scanning the headlines is like taking a walk through a...
Doug LagerstromMar 31, 20172 minThe Big Mistake | It's Not Worth the RiskIn the 25 years I have been advising families regarding the financial decisions they make in life, one issue stands head and shoulders...
Doug LagerstromJan 31, 20172 minPassword Protected | More Complicated Than It SoundsAs computers and smartphones in particular and the internet in general proliferates in our society the threat to your financial security...
Doug LagerstromJun 30, 20162 minWhen It's Low | Where Do You GoWhen I first started in this business in 1991, I remember one-year CD rates were 6%, ten-year government bonds paid 7.5%, stocks offered...
Allen MinassianMar 31, 20162 minBridging the Gap | A Benefit of DiversificationGrowth investments, also referred to as momentum investments, are comprised of companies whose earnings are expected to grow at a faster...
Allen MinassianSep 30, 20152 minIncome Matters | Benefits of the Assets You Own“We are never as happy or as unhappy as we think we are,” said the French sage La Rochefoucauld. This principle can be applied to money...
Doug LagerstromSep 30, 20152 minLook at That Yo-Yo | Or Don'tMarket volatility is back and with it comes nervous investors. The VIX (a commonly used measure of stock market volatility) increased...
Allen MinassianJan 31, 20152 minLiquefiable Assets | A Retirement Wheel of FortuneIn retirement, most people have a grand assortment of assets that can be used to cover expenses- stocks, bonds, mutual funds, taxable...
Doug LagerstromJan 31, 20152 minOrganize Your Finances | The Early Bird...Well it’s a New Year and time for new thoughts. Better still, maybe it’s a good time to revisit your current investments and make sure...
Doug LagerstromSep 30, 20141 minMarket Meltdowns | Are There Coolants?With the financial meltdown from the fall of 2008 now nearly 6 years in our rear view mirror, this seems like a good time to revisit...