Five Daily Affirmations
Filed Under: Investment Services

Published by Jack James on Jul 04, 2022

The first half of 2022 has been anything but tranquil for stocks and bonds – with both asset classes off to historically poor starts. In light of this, we wanted to acknowledge the psychological impact adversity-filled periods like this one can have on... Read more
Year End Reflections
Filed Under: Investment Services | Tax Planning

Published by Jack James on Dec 15, 2021

And just like that, the end of yet another year is upon us. As is customary for many at this time of year, we like to reflect back before looking forward - asking what will the world remember about the year that was? Vaccines and re-openings? Clogged... Read more