March 1, 2024 March 1, 2024What Makes an Advisor Elite?Any advisor can build a financial portfolio, but only the best will help you reach your goal while also minimizing volatility.
March 4, 2024 March 4, 2024Equities, Fixed Income and the Power of a Strong MidfieldUnderstanding the dynamics between equities and fixed income can be made clearer by comparing it to a soccer match, where each player has a distinct role to play.
March 12, 2024 March 12, 2024What Mortgage Rates Mean for Housing AffordabilityMortgage rates just hit an all-time high, while at the same time housing affordability is at all-time lows.
March 14, 2024 March 14, 2024What Could Possibly Go Wrong?Measuring the performance of the top 10% of stocks reveals an alarming parallel to the prelude of the Great Depression in 1929.