Hot Topics, From Our President

The NASDAQ Posts Strong Week to Finish Off the First Quarter

Stocks rose during the holiday-shortened week. We saw global markets (represented by the MSCI All Country World Index) up 1.1%...

Hot Topics, From Our President

Those That Don’t Know the Past Are Doomed to Repeat It: Investment Lessons from COVID-19

Discover the investment lessons from COVID-19 that top investors have learned, from Andrew Rosen of Diversified Lifelong Advisors.

How to Invest, Hot Topics, From Our President

How Elections Affect Markets: Let’s Talk Politics

The number one, two, and three rules in my business are: don’t talk politics. I can insult your spouse, religion,...

Hot Topics, From Our President

What the Heck is Going on With the Stock Market?

Happy unofficial start of the summer everyone. Summer is by-far my favorite season. This year’s Memorial Day, summer, back-yard BBQs,...

Investing in the Stock Market is NOT Gambling Financial Facts, Retirement Planning, From Our President

Investing in the Stock Market is NOT Gambling

A few weeks ago, I was visiting my happy place–the Jersey shore. It was an especially good weekend because my...

Retirement Planning, From Our President

Those that Don’t Know History are Destined to Repeat it!

It’s a cliché but common aphorism: “Those who cannot remember the past are condemned to repeat it.” (Thanks, Philosophy 101...

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