Is it time to hire an investment advisor?
Individual investors have had a decade or more of gains, compliments of a stock market that has gone up with few interruptions. But as we enter a new era of tighter monetary policy, the road ahead may be a bit rockier than most investors expect. As such, it might be time to enlist a little…
By Bill Schmick
December 23, 2021
Dropping out of emerging markets
When I make trades in my investment portfolios, I like to keep you informed. Not that you should do what I do. I mean, what I do in my portfolio or portfolios of clients may not represent your objectives. But you can use it as a guideline for what you are trying to accomplish. On…
By Allen Harris
October 18, 2021
New taxes to know about
Tax proposals from as recently as June 2021 have changed. The stuff that could fall under this topic has filled months and months of news coverage. Today I will focus on some interesting ones you should be aware of. I’ll keep it brief, just so that you know we’re monitoring it for you. The ABCs…
By Allen Harris
September 27, 2021
