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The Great Disconnect
“There really isn’t any doubt that financial markets remain broken and divorced from reality.” – David Rosenberg Rosenberg Research Economic Research for Informed Investing “Never…
An Unconventional Approach
A widely held belief in both academia and the investment industry is that a person should have as much of their money in stocks as…
Financial Planning – More Important than Ever
Over the past few months, we have been living a new “normal.” This includes wearing face masks in public, social distancing, and communicating with our…
Market Commentary – May 2020
The Pandemic Roller Coaster of 2020 2020 has been a year of volatile extremes in the investment world. Following exceptional returns for virtually all types…
What to Do During a Bear Market
We know you may be concerned about recent declines in the stock market. Markets go up, but they also go down. Fortunately, they go up…
The SECURE Act: Some Important Changes to Know
You may have recently read that the SECURE Act was signed into law on December 20, 2019. So, what does that mean for you? It…
Market Commentary – March 2020
Market sentiment changed abruptly in February. After achieving a new all-time high on February 12, the Dow Jones Industrial Average declined just over 14% through…
Our Newest Certified Financial Planner™
We are pleased to announce that Michelle is officially a CERTIFIED FINANCIAL PLANNER™ professional! She successfully passed the CFP® Board exam in November. What is…
Market Commentary – December 2019
Caution Ahead “The question you should be asking yourself is, ‘Is it a good time to take more risk or less risk?’” …
JourneyTree Plants Trees!
In April the JourneyTree team got their hands dirty planting trees with Friends of Trees on 18th and Oak. They helped plant 10 trees in…
