by Daniel Stous | Apr 29, 2020 | Investments, Taxes
When life gives you lemons, make lemonade. We’ve been using that phrase a lot lately, because we’ve been given a lot of lemons during the past couple of months. Many of our clients, friends and family have encountered some really hard challenges, including temporary...
by Daniel Stous | Feb 5, 2020 | Insight, Investments, The Market
The year 2019 was a great year for the US and international stock markets. Large-cap US stocks were up more than 30% measured by the S&P 500, small and mid-cap US stocks were up more than 25%, and international developed stocks were up nearly 23%. Meanwhile,...
by Daniel Stous | Oct 2, 2019 | Insight, Investments, Tips
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies...
by Daniel Stous | Aug 21, 2019 | Investments, Money Management, Tips
A little over a year ago, a friend of mine reached out to me to ask – Should she be purchasing a home now? She had been saving up for a down-payment on her first house, so she was paying close attention to what was happening to interest rates. Mortgage rates...
by Michael T. Johnson | Aug 7, 2019 | Insight, Investments, The Market, Tips
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or...
by Daniel Stous | May 29, 2019 | Insight, Investments, Money Management
I was recently attending a baby shower with some friends and I ran in to an old friend who I hadn’t seen in probably six or seven years. We did the typical “what’s new, how have you been” small talk, which inevitably leads to the question of what you’re doing in your...
