Dear Clients and Friends, When markets closed on September 30th, they were ever so slightly in what is called a “pullback,” or down 5% from their recent
Dear Clients and Friends, Stock indices grinded higher in the 2nd quarter, although the most speculative corners of the market have come under pressure since
In a recent article published on altenergystocks.com, Jan looks at one the current hottest investment themes – ESG. ESG investing is all the rage these days.
April 20, 2021 Dear Clients and Friends, When we started the year, I was optimistic about the post-pandemic world that was, and is, still some
January 29, 2021 Dear Clients and Friends, I feel optimistic about the future. To be sure, that is no reflection of what is today, but of what
Interest rates are at historic lows, and as a result the options for productive investments in fixed income alternatives are also very low. The following
Dear Clients and Friends, 2020 will come to an end, that is one of the few certainties we have as we are nearing the election
Dear Clients and Friends, Three months have passed since our last newsletter and the Coronavirus is still with us. For better or worse, people have
Jan recently joined Erica Blake from LifePath Financial Advisors and Maddy Roche from XY Planning Network on an episode of XYPN Radio. They discussed the value clients get from
In a recent article published on altenergystocks.com, Tom discusses the challenges of investing in today’s market environment and how investors can be their own worst enemy