Blog & News

Hear from our team of highly skilled industry veterans about current market news and trends.

  • Four Questions to Ask During Your Annual Financial Review

    John Leeming CFP®

    Whether you’re gearing up for retirement or just starting your career, regular financial checkups are critical to ensure your monetary well-being. With the rush of the holidays now behind us and before 2018 is in full swing, January is the perfect time to meet with your financial advisor, evaluate your personal finance objectives and adjust your investment strategy as necessary. Here are a fe...

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  • Keeping Your Cool in Hot Markets

    Joel G. Oldham

    As market valuations continue to climb upward, investors can develop a fear of heights, nervously anticipating a major correction — or worse. While many of our own clients have expressed concern about the high market, long-term investors — rather than speculators— are among those who should feel the most secure. That’s because they are invested in companies with a proven record of double-d...

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