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Depending on your view of risk, margin can either be the greatest tool in the world or something to be avoided at all costs. To understand margin better, let’s begin with the basics. In finance, buying on margin is borrowing from the brokerage firm...

A sudden change in wealth can be a good thing.  We all fantasize about winning the lottery, inheriting wealth from a long-lost relative, settling a lawsuit, or striking it rich with a start-up company.  However, as we know from tragic stories in the news, many...

We created this guide for both new and existing clients. It explains each section of our quarterly reports, defines commonly misunderstood terms, and highlights the sections we believe best illustrate your investment performance. We have created a sample report with hypothetical accounts and securities that...

In the changing and complex retirement landscape, the more common retirement vehicles are well known – IRA’s, 401(k), and 403(b) plans. However, there are lesser-known retirement vehicles that have some interesting features. If you work for a tax-exempt organization or are employed by...

History repeats itself. Who would think that 100 years after the Spanish Flu (1918-1920) we would be faced with a pandemic that virtually shut down our country and large parts of the world? In addition to the terrible human toll that the coronavirus...