Resources

Investment & Economic Strategy Update — January 27, 2021

Well, it’s a new year, and a new US president has taken office. The US economy is regaining some of its vigor and like I have been saying since the beginning, COVID-19 will eventually fade away, especially now that the vaccine is being distributed. Something to...

Question: Should I Buy Bitcoin?

We have been receiving a lot of questions regarding Bitcoin/Cryptocurrency…. Bottomline…. Bitcoin is not a safe investment, it’s a speculation investment and ultimately a bubble. Any investment that is up 80 percent one year and down 80 percent the...

Question: How does the US economy look for 2021?

Well, 2020 is finally behind us and one thing it showed us was that staying the course and avoiding emotional investment decisions proved to be beneficial for our clients. 2021 has opportunities for growth and our firm will make portfolio adjustments as needed moving...

Investment & Economic Strategy Update — January 4, 2021

Looking back at 2020, staying true to strategy and research instead of making emotional investment decisions paid-off and we are proud to say that our client portfolios had a great year! As we go into 2021, we will continue to make portfolio adjustments as needed. We...

Question: Should I Make Major Changes to my Investment Portfolio?

Your portfolio should already be invested in the proper areas for 2021 and the next 3-5 years. That being said, adjustments will still need to made along the way. The biggest issue our firm sees with new clients is that they are consistently invested in the wrong...

Investment & Economic Strategy Update — December 3, 2020

Well, it’s been a month and we are still waiting on the final results of the 2020 presidential election, however, no matter who is in the White House, the US and the world will continue to move forward and grow. Our current president has better policies for...

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