Protecting your Portfolio (09/11/2020)

From the Shortest Bear Market in History to the Quickest Correction in History, 2020 has seen tremendous volatility. This short video captures opportunities for managing risk. 

Searching for Yield (09/03/2020)

What to know about dividends, interest and safety of principal.



The Fed, the Dow and the Apple (08/28/2020)

This week we discuss the Federal Reserve’s stance, the changes to the Dow Jones Industrial Average and Apple’s affect on unweighted versus weighted indices. 

Shortest Bear Market in U.S Financial History (08/21/2020)

Lock in fixed rate mortgages now as we do not expect negative interest rates in the U.S – The Humble Approach – Legendary investor Sir John Templeton.


Retiring in a Low Interest Rate Environment (08/14/2020)

One of our team of experts discusses today’s historically low interest rate environment and its impact on your retirement. 

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