Matthew Ramer
- Jan 10, 2020
Key Numbers 2020
Over the next two weeks, we will be preparing our 2020 investment market outlook. But for this week, as we do each year, we have compiled a
Matthew Ramer
- Dec 13, 2019
December Market Risk Update
Dear Clients & Friends, It’s time for our monthly risk update. Not much has changed since last month, except that the President wants to...
Matthew Ramer
- Nov 17, 2019
Ever Heard of FOMO?
Ever heard of FOMO? “Fear of missing out.” Because we think mutual fund managers are suffering from that ailment at this very moment!!...
Matthew Ramer
- Nov 9, 2019
November 2019 Market Risk Update
Dear Clients & Friends, It’s time for our monthly market risk update written by our good friend Brad McMillan. I also want to give a...
Daniel Levinson
- Oct 25, 2019
529 vs. UTMA
Dear Clients and Friends, As the fall weather sets in, leaves begin to turn, and pumpkins and ghosts begin popping up everywhere, we...