Is Oil Still a Good Investment?
In Our Opinion: Investors tend to show interest in a specific investment AFTER it’s made a substantial move upward. Our firm did not like...
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Feb 16, 20221 min read
Quality Over Junk
In Our Opinion: The investment landscape is always moving, changing, and evolving. Research and understanding what drives portfolio...
Jan 13, 20221 min read
Question: When is it Time to Change Financial Advisors?
In Our Opinion: Our firm hears this all the time: “We should’ve come to you sooner.” Procrastination will not fix the problems with your...
Dec 6, 20211 min read
Question: Will Inflation and Higher Taxes Push us into a Recession?
In Our Opinion: COVID isn’t going away and there are already 30 variants of the virus. We just have to learn to live with it and move...
Nov 4, 20211 min read
Question: Are there “Special” Trusts that protect assets?
In Our Opinion: Don’t be fooled by law firms trying to sell you on a “Special” Trust. Remember: hiding assets to avoid paying for someone...
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