The Year After | Looking Beyond 2020
2020, with its deadly pandemic, global recession, stunning market collapse and surprisingly rapid recovery, reinforced the notion that it...
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Doug Lagerstrom
- Jan 31, 2020
- 2 min
Follow the Money | Just Be Careful Where You Go
When 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 Lagerstrom
- Jun 30, 2019
- 2 min
Stay 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 Lagerstrom
- Mar 31, 2018
- 3 min
Momentum 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 Minassian
- Jan 31, 2018
- 2 min
Are You Secure? | Threats of a Digital Age
The world has become a global society of universal connectivity, where people expect to have instant access to data and services across a...
Allen Minassian
- Mar 31, 2017
- 2 min
Cool and Collected | The Balancing Act of Investing
It doesn’t take much to make investors uneasy about the markets these days. Scanning the headlines is like taking a walk through a...
Doug Lagerstrom
- Mar 31, 2017
- 2 min
The Big Mistake | It's Not Worth the Risk
In the 25 years I have been advising families regarding the financial decisions they make in life, one issue stands head and shoulders...
Doug Lagerstrom
- Jan 31, 2017
- 2 min
Password Protected | More Complicated Than It Sounds
As computers and smartphones in particular and the internet in general proliferates in our society the threat to your financial security...
Doug Lagerstrom
- Jun 30, 2016
- 2 min
When It's Low | Where Do You Go
When 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 Minassian
- Mar 31, 2016
- 2 min
Bridging the Gap | A Benefit of Diversification
Growth investments, also referred to as momentum investments, are comprised of companies whose earnings are expected to grow at a faster...
Allen Minassian
- Sep 30, 2015
- 2 min
Income 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 Lagerstrom
- Sep 30, 2015
- 2 min
Look at That Yo-Yo | Or Don't
Market volatility is back and with it comes nervous investors. The VIX (a commonly used measure of stock market volatility) increased...
Allen Minassian
- Jan 31, 2015
- 2 min
Liquefiable Assets | A Retirement Wheel of Fortune
In retirement, most people have a grand assortment of assets that can be used to cover expenses- stocks, bonds, mutual funds, taxable...
Doug Lagerstrom
- Jan 31, 2015
- 2 min
Organize 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 Lagerstrom
- Sep 30, 2014
- 1 min
Market 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...
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