Why I Don’t Manage My Own Portfolio
Upon graduating from the University of Florida in 2012 (how has it already been so long?!), I accepted a position as an Assistant Investment Manager…
Upon graduating from the University of Florida in 2012 (how has it already been so long?!), I accepted a position as an Assistant Investment Manager…
During times of economic uncertainty, it is common for people to seek out financial advice as they seek to answer the question: Am I going…
As much as we’d all love to live in a world where bad things never happen, the unfortunate reality is nearly everything in life involves…
When the COVID pandemic began just over one year ago, the Federal Reserve lowered rates from 1.75% to near 0%, causing yields on fixed income…
You might have heard the saying, “A dollar today is worth more than a dollar in the future.” This is a popular quote regarding the…
Back in March, when COVID-19 was causing a quick and severe correction in the stock market, we wrote a post outlining some of the advice…
With the coronavirus now spreading across over 100 countries, it is clear the effects from the virus are widespread and significant. In attempts to mitigate…
By Adam Oerther, CFP® Officially, the “Great Recession” was the period between December 2007 and June 2009 when the U.S. economy contracted by 4.2%. Over…
By Adam Oerther, CFP® As most of you know, the stock market was quite volatile in 2018, particularly in the last quarter. For some of…
by Adam Oerther, CFP® One employee benefit companies often use to attract and retain talent in the workforce is access to a retirement plan, such…
by Sean Guldi, CFP® It is all over the news – Congress and the Trump administration are busy attempting to enact a large-scale overhaul of…
by Adam Oerther, CFP® If you watch or read the news on an even semi-regular basis, chances are you have come across the term Bitcoin…
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