Our Thoughts on first Quarter 2023
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The S&P 500 began the year with strength despite many...
Our Thoughts on fourth Quarter 2022
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The S&P 500 rallied off its yearly lows which we saw...
Our Thoughts on Third Quarter 2022
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The Third Quarter of 2022 started off strong with the...
Our Thoughts on Second Quarter 2022
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review Second Quarter, 2022 showed us a glimpse into the...
Our Thoughts on First Quarter 2022
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 1st quarter of 2022 began with the US seemingly...
Understanding market corrections
2022 is off to an "interesting" start... As we try and put the pandemic, political tensions, and economic concerns behind us in in this...
Our Thoughts on Fourth Quarter 2021
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 4th quarter continued to see Covid-19 as a top...
Our Thoughts on Third Quarter 2021
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 3rd quarter saw the Covid-19 Delta variant sweep...
What Is a Fee-Only Financial Advisor & Why Does it Matter?
By Diana Blair You didn’t make the decision to work with a financial advisor without some serious thought. After all, sometimes it feels...
Do You Know Someone Who Needs Our Help?
By Diana Blair Life, even in normal times, is full of change. Then we have a year like the one we just walked through and it’s hard to...
