From Our Point of View

There are 117 clinically diagnosed behavioral biases. We all have one. It’s our job to be aware of how the brain can influence our behavior and mitigate these effects.

Your timeframe has an enormous impact on the profitability and potential for investing in stocks. Short-term focused investors are more likely to experience losses.

Selling a business takes years to develop. Here's what you should do three years before selling your business.

We favor a blend of pre- and post-tax investment accounts. This allows someone to hedge their projections and build tax flexibility in retirement.

What information matters most going forward, and what action items, if any, should I take to reposition my assets?

The US stock market generated 12% during both calm and crisis moments of investing. So simply remaining invested in US stocks does not provide an additional boost in the recovery.