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Mayday

With so much uncertainty and speculation surrounding the markets; a trade war on the horizon; with more than $10 trillion worth of bonds globally at a negative yield; and the prospect of a market crash, volatility comes as no surprise. Making extreme changes to...

A Sell in May Q and A

Q&A Spring has always been one of my favorite seasons, and after a particularly cold and long winter, I’ve been especially excited for Spring this year. However, being in the investment industry, there is one aspect of the season that always pesters me....

April Fool’s Gold

April Fool’s Gold The allure of gold has been around for centuries dating back to Ancient Egypt, the Roman Empire, gold rushes and the more recent gold boom of the 2000’s. Gold provides a sense of security for many investors, with the idea that possessing this asset...

Quarterly Update

The name of the game – PiVot Rewind to December 24, when the S&P 500 had bottomed, falling 17.64% for the fourth quarter. The Federal Reserve had informed investors they were not done raising rates, and were expecting to raise rates at least twice over the...

Elevate the Expertise

Elevate the expertise Make sure your financial advisor is involved early in estate planning Let’s face it, estate planning is complicated. Most of us don’t have the time or expertise to fully understand the intricacies of ensuring that your wishes for your estate are...

March Madness: Something to Invest In

March Madness: Something to Invest In My favorite time of year has finally arrived as golf courses turn green and college basketball kicks into full throttle. As a University of Arizona alum and die hard Wildcat fan, I am obsessed with college basketball. Forget...