by Jeff Krumpelman, CFA | Apr 28, 2022 | Uncategorized
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”- Peter Lynch, well-known investor Market Shows Resiliency Once again, the U.S. stock market proved to be...
by William Greiner, CFA | Oct 1, 2021 | Uncategorized
For those who haven’t been to Jackson Hole, Wyoming, you must go. This is one of the most scenic, beautiful areas in the U.S. Just south of Yellowstone National Park, Jackson Hole, along with western areas, such as Aspen, Vail and Park City, have garnered the...
by marinerplatsol | Sep 8, 2021 | Uncategorized
Online Safety If you didn’t go looking for it, don’t install it. Many times, we are on websites that advertise a tool to remove viruses and speed up your computer, and there are many great ...
by marinerplatsol | Sep 8, 2021 | Uncategorized
The full impact of the COVID-19 (coronavirus) Pandemic will not likely be known for many years. With new phrases in our daily conversations, such as shelter-at-home, social distancing and concluding every communication with “stay safe and healthy,” we’re experiencing...
by marinerplatsol | Sep 8, 2021 | Uncategorized
Many people lock their doors, shut their blinds and wear their seatbelts, yet fail to protect one crucial piece of their lives: their identities. A Social Security number, full name and birth date is all a criminal needs to do serious damage to a...
by marinerplatsol | Aug 20, 2021 | Uncategorized
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it off. If it’s been a few years, consider reviewing your key documents with your wealth advisor and estate planning attorney. Q: Why should I update my documents? A:...
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