Insights

Market Timing Skills of the Average Investor - Revealed

Market Timing Skills of the Average Investor - Revealed

Are you skilled at guessing where the market will go on a monthly/yearly basis?  Have you had the “gut feeling” - lured by the siren song of the financial media – that this time is different and it is time to get out?  Well – you’re not alone.

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Behavioral Investing

Behavioral Investing

As your financial behavioral coach, we guide you during times of both Euphoria and Fear in order for you to make decisions based on your family's long-term financial plan...not today's most recent media manifested "crisis."

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3rd Quarter 2020 in Review

3rd Quarter 2020 in Review

Stocks were lifted by the stronger-than-expected economic rebound, as fiscal
and monetary stimulus continued to provide support even as talks on another
fiscal package stalled

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Midyear Review & Outlook

Midyear Review & Outlook

The first six months of 2020 saw the advent of the worst global public health crisis in a century—since the 1918 influenza pandemic. In response, the world locked down, putting its economy into a kind of medically induced coma.

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Financial Planning for CPAs

Financial Planning for CPAs

Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning

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CPA Resources

CPA Resources

We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.

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