When Do You Need Financial Advice?
Travis and Steve discuss life events where financial advice becomes most...August ’20 Market Commentary
Newton’s second law of motion teaches us that the acceleration of an object is the result of two factors: the forces acting upon it and its mass. The greater the velocity and mass, the greater the momentum. A large object set on a particular course becomes difficult to stop or change direction. The same can be said when it comes to…
How to Choose a Wealth Advisor
Choosing your Wealth Advisor is an important decision. This week, Travis and Steve shed some light on what traits you should look for, and which questions you should...July ’20 Market Commentary
Invest for the long run. A concept easy to grasp but for most, difficult to execute. Long-term thinking is uncomfortable because it involves the challenging task of forgoing short-term satisfaction in favor of future well being. The close a potential reward is…
Quarter 2 2020 Market Commentary
The reward for taking risk is potential gains. The consequences of taking risk are potential losses. Risk, reward & consequences – balancing these factors lie at the core of investing. When the consequences of risk taking are removed, people are naturally incentivized to take additional risk. At times, we may fool ourselves into believing that the consequences of risk taking…