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Insights & Ideas

Keeping you at the forefront of modern investing
There was much to cheer in October’s jobs report, especially wage growth; but that tends to come at a “price” of tighter monetary conditions.
Learn the features and tactics of common investment scams.
Organization and preparedness are critical parts of any healthy financial plan.
No matter how on top of your finances you are, certain money wasters can creep up on you. Watch out for these 10!
On this episode of Stock Market Report, Michael Townsend takes a look at the midterm House of Representatives race and its impact, or lack thereof, on the market.
Keep your financial house in order with our checklist of deadlines and to-dos.
Watch out for these common errors when preparing your tax return.
Concerned about the recent stock market volatility? Consider these more defensive sectors.
From ethical behavior to athletic competition, the disproportionate drive not to lose can lead to major mistakes. 
Recent stock market behavior and our belief in heightened risk of a peak in the global economic cycle in the next 6-18 months, makes it a good time to consider what has happened to stocks in a typical recession and bear market.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.


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