Posts filed under: Our Perspective

Investment Update

Cliff Hodge, CFA Chief Investment Officer October 13, 2020 “Two roads diverged in a yellow wood, and sorry I could not travel both, and be one traveler…” Key Takeaways: In... Read More

4 Principles of Financial Freedom

Independence Day is a great reminder of our political freedoms in the U.S., but it can be so much more than that. We encourage you to take a few moments... Read More

April Stimulus Package

Introduction On April 24th, President Trump signed a new relief package from Congress totaling roughly $480 billion. The relief package is aimed at three key areas: Small businesses Hospitals/healthcare providers... Read More

OPEC’s Production Deal

Introduction On April 12th, the world’s top oil producers agreed to cut production by 9.7 million barrels per day – roughly 10%of the world’s daily supply. The agreement is intended... Read More

The Fed’s $2.3 trillion plan

On April 9th, Jerome Powell and the Federal Reserve announced $2.3 trillion in new programs to support the US economy. Today’s announcement came shortly after the Labor Department reported that... Read More

Amid Coronavirus Anxiety, Should I Stop Making 401(k) Contributions?

By Ann Carrns of the New York Times Published March 12, 2020 / Updated March 13, 2020 You might be asking yourself lately: “Should I stop contributing to my 401(k)?”... Read More

Taming Market Volatility through Diversification

Understanding the factors behind diversifying your portfolio One of the proven ways to reach your long-term financial goals is through an investment technique known as diversification. Diversification basically means spreading... Read More