Getting to the Point of a Point

Written by:  Kyle R. Stawicki, ChFC® A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.”  These types of headlines may make > READ MORE

What Is Asset Allocation?

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them?   Asset Allocation: A Classy Subject > READ MORE

Reinforcing Longer-Term Investment Principles 

From March 2009 through September 2018 — a period encompassing almost 10 years and the aftermath of the Great Financial Crisis — the world’s stock markets performed exceedingly well. Over this period, the global stock market was up 14.3 percent > READ MORE