It was 6 years ago, on September 11th, that we made our move to become an independent financial planning and coaching firm.

With remarkable speed, the COVID-19 pandemic has accelerated select investment themes across a number of industries.

According to Nathan Meyer, Equity Investment Analyst at The Capital Group, the number of U.S. pay TV bundle subscribers will fall dramatically.

Some sectors of China’s equity market have seen rapid growth in market value.

Many of our clients’ earned income exceeds the limits to contribute to a Roth IRA and they think they cannot contribute to a Roth IRA. Does that include you?

It is critical we help investors understand their accurate life expectancy and the implications for retirement income planning.

The semiconductor industry represents another compelling investment opportunity with a significant presence outside the U.S. — primarily in Europe and Asia.

Remember that iconic photo signifying the end of World War II, with sailors kissing nurses in New York’s Times Square?

It’s been a wild 12 to 18 months in the stock markets. We’ve heard the stories of about the wild rides in AMC Entertainment, GameStop and other stocks in the last 12 months.

In a world where money markets yield almost 0% and inflation is moving higher, holding excess cash is likely to destroy wealth and purchasing power.