by Jeff Goodnow | Mar 14, 2018 | Investment Management
After many years of working, saving and investing for the future, many households eventually arrive at a point where they have accumulated significant assets, both in terms of number and value. I am talking not just about real assets such as houses, property,...
by Manish Khatta | Feb 20, 2018 | Investment Management
The average bull market lasts just over five years. The current bull market has persisted for almost nine. As stocks continue to rise and major U.S. indices repeatedly hit record highs, it can be easy for financial advisors and clients to become complacent. However,...
by Manish Khatta | Feb 8, 2018 | Investment Management
Investors have all gotten extremely complacent about investment returns as the market has churned higher and higher. The most recent stock market pullback is a small taste of what could be a very small part of a much larger bear market. Risk is not something to be...
by Manish Khatta | Dec 19, 2017 | Investment Management
As a registered investment advisor and fiduciary, when it comes to making an investment recommendation the clients’ interests always come first. What about the other aspects of your business? Most companies follow the common maxim that boldly states “the client...
by Manish Khatta | Aug 17, 2017 | Investment Management
The bull market for bonds has lasted for over 30 years—that’s an entire generation that has only known falling interest rates and favorable bond market returns. Fixed income pundits have called for an end to this bull market run for several years now, but it hasn’t...
by Manish Khatta | Aug 2, 2017 | Investment Management
On our web site, we clearly state that one of our goals is to strive to generate the best return with the least amount of risk. Achieving this goal can come in different forms, depending on each investor’s risk level. We are not afraid to admit some of investors may...
