Words of Candor
- Michael Scott, CFA®
- April 4, 2022
The first quarter of 2022 has been somewhat of a head scratcher for investors. With everything that has transpired like Covid and the Russian-Ukraine crisis many investors are asking “What’s going to happen next?” To answer that question, lets take a look at what has happened and what may happen next.
So, what happened in the First Quarter?
- Michael Scott, CFA®
- March 4, 2022
That’s a question that comes up frequently in investing and given the news headlines over the past few weeks, it is understandable to be asking that question. As the coronavirus headlines have taken a backseat to the Russia-Ukraine Crisis, the markets have seen heightened volatility as investors are digesting what all this means. While the situation overseas is deeply concerning, the associated market volatility can be a good thing.
- John Kennedy, CFP®
- March 8, 2021
I love talking with entrepreneurs, because I can actually feel the excitement that comes with starting your own business. As someone who is familiar with that route though, I know there are countless factors to consider as you make decisions. Here are three things we’ve been doing from the beginning to ensure a healthy business:
- Matthew Marcoux, CFP®, EA
- March 1, 2021
My wife and I have thirteen savings accounts. Yes, thirteen. Given how we use them, we call them escrow accounts.
- Matthew Marcoux, CFP®, EA
- February 22, 2021
You’ve found your dream home, and you’re feeling both excited and nervous to put in an offer. Then you find out you need a pre-approval letter. But what exactly is a pre-approval letter?
- John Kennedy, CFP®
- February 15, 2021
Years ago, when we were first married, Jackie and I sat down together to talk about whose bank we would merge our accounts under. Like any educated, responsible adults about to embark on their first serious decision together, we used a coin flip. I lost, and nearly a decade later, we are still using my wife’s bank.