Feb 22, 2024 | Investing 101
Is a passive, buy and hold investment strategy or an active investment approach right for me? First, let’s clarify the concept of ‘active’ investing. As a fee-only Investment Advisor, we emphasize the importance of active risk management. Over our many...
Oct 5, 2023 | Market Commentary, Newsletters
Since the market peak in late July, stocks suffered a sharp decline of roughly 8%. Recession worries, labor strikes, government shutdown talk, rising energy costs and higher interest rates are all taking a toll on investor emotions. Fear has begun to replace greed...
