Specializing in retirement planning and personalized investment management.

Investing Insights

Below is a curation of investing insights and ideas from a variety of industry sources.  We hope you find them as interesting as we do.


05/29/21Managing Reopening Expectations

As COVID-19 vaccinations increase and economic recovery packages pour money into the economy, the economic impact of the pandemic is lessening a...

05/14/21Key Themes For The New Normal Economy

As the COVID-19 pandemic recedes, we can expect to see long-lasting change affected by the pandemic. In this New Normal Economy, investors shoul...

03/20/21Health & Wellness 2.0

The COVID-19 pandemic created large shifts in how people approach health and wellness. Health and wellness still represent a smart investment ch...

01/15/212020: A Review Of An Unprecedented Year

With 2020 marked by a number of historic occurrences, including a pandemic, civil unrest, and a contentious election, markets fluctuated signifi...

12/30/20Global X 2021 Outlook

Positive changes in the fight against the COVID-19 pandemic, as well as political shifts, have set the stage for likely growth in 2021, accordin...

12/15/20Vanguard's 2021 Outlook At A Glance

The COVID-19 pandemic will continue to affect the global economy and overall investment picture for 2021. Vanguard's look at the coming year ack...

11/30/20How a Biden Presidency & COVID-19 Could Impact Infrastructure Development

Infrastructure, from cities to airports, roads to bridges, is critical to the nation and its economy. Since January 2019, two major events, COVI...

09/29/20Investing In The Gig Economy

The gig economy is creating $1.4 trillion worth of business every year, making it a potentially profitable investment vehicle. This article by S...

08/03/20Genomics: How a Cutting Edge Field is Fighting COVID-19

The onset of the global pandemic triggered a worldwide effort to fight the coronavirus and its associated illness, COVID-19. One of the most imp...

07/28/20ESG Investing: From Tipping Point To Turning Point

Investments in environmental, social, and governance (ESG) funds has been growing steadily over the last decade. However, hindered by questions ...

var submitcount28908 = 0;function checkWholeForm28908(theForm){var why = "";if (theForm.FirstName) why += isEmpty(theForm.FirstName.value, "First Name"); if (theForm.LastName) why += isEmpty(theForm.LastName.value, "Last Name"); if (theForm.Email) why += checkEmail(theForm.Email.value); if (theForm.CaptchaV2) why += captchaIsInvalid(theForm, "Enter Word Verification in box below", "Please enter the correct Word Verification as seen in the image"); if(why != ""){alert(why);return false;}if(submitcount28908 == 0){submitcount28908++;theForm.submit();return false;}else{alert("Form submission is in progress.");return false;}} // -->