Featured Blogs
Why the Market is Dropping—And How to Stay on Track
In the world of investing, market corrections are a normal part of the cycle. However, when they happen, they can cause uncertainty and fear among investors. The recent fluctuations in…
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Creating Multigenerational Wealth: Strategies For Each Generation
Creating Multigenerational Wealth: Strategies For Each Generation – Talking about family wealth and inheritance isn’t the easiest conversation to start. It can be uncomfortable, sensitive, or even something you simply…
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Navigating Economic Trends: State of the Union Market Update with Guy Riccardi
Navigating Economic Trends: State of the Union Market Update with Guy Riccardi As we reflect on the past year, it’s clear that the markets experienced another strong performance, with broader…
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Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on a high note, with strong market performance and reduced economic uncertainty. Equities rallied, driven by optimism following Donald…
Read More →Elections Myths
Elections Myths What do presidential elections mean for your portfolio? Should you change your investing strategy based on who wins? Elections bring a lot of noise, and I wanted to…
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The Fed Move, Election Implications, and More
The Fed Move, Election Implications, and More As a parent, I recently talked with my son about the importance of consequences. If you don’t complete your schoolwork, no treat after…
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The Retirement Shift
As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage your…
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Correlation vs Diversification
Correlation vs Diversification When it comes to investing, the term “diversification” is often thrown around like pixie dust. Many people believe that simply having a variety of funds in…
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