Sharing Our Thoughts and Insights


The Top 2 Fastest Growing Age Groups

Warren Buffet once said to “only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.” So how do we go about determining what investments we’d want to hold for this length of time?

Advice for a Volatile Market

Morningstar’s Christine Benz shares some timely advice on what to do and what not do when experiencing a volatile stock market.

Myth of the Unicorn

Recent technology IPOs (such as Lyft and Uber) have received a cold reception on Wall Street, which is surprising given that they were among the most celebrated tech “unicorns” (venture capital backed firms valued at $1 billion or more) to hit the public markets in years.

The Economy & Elections

No doubt President Trump is acutely aware of how important the economy is to his re-election, which begs the question, how long and far will he push the “Trade War” with China, at the short-term expense of the U.S. economy?

Stock Buybacks Continue at Record Pace

According to the Wall Street Journal, the first quarter of 2019 is on pace to be the second highest quarter on record for share buybacks. Interestingly, the highest quarter on record came in the fourth-quarter last year, when stock prices were plummeting some 20%.

Advice for New Grads

How have employer expectations for entry level jobs changed in the last 10 to 15 years? Just in time for graduation season, the article below gives some great advice for those just starting out in the careers (in case you are attending a party or two).