Should I Invest in Bitcoin?

Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.

Recession “Reaction”

Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.

Media Drama: Facts or Fiction?

The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.

Markets Move. So Should You.

The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.

Making the Most of a Bear Market

If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.

Keep Your Eyes on the Horizon and Wings Level

We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.