by mddsAdmin987123 | Jul 23, 2025 | Finance
Rooted Resilience: Preventative Care for Your Personal Finances By: Mr. Seth Thompson, CFP®, RICP®, AEP®, EA Every novice or expert investor understands the uneasy feeling when markets swing unpredictably. Market volatility is an inevitable part of investing. Whether...
by mddsAdmin987123 | Mar 30, 2023 | Practice Management
2022: Looking Back, Looking Forward By: Steven Karsh How did your portfolio hold up in 2022? If you owned only stocks and bonds, it was a brutal year and historically bad for a 60/40 portfolio. The Bloomberg Aggregate Bond Index was down 13%, more than four times the...
by mddsAdmin987123 | Nov 3, 2021 | COVID-19, Practice Management
Unprecedented Times By: Mr. Steven Karsh Indeed, we are living in unprecedented times as we enter a new phase of the pandemic. A look at the economic landscape tells us we have (for now): 1. Record levels of economic stimulus – both fiscal (government spending)...
by mddsAdmin987123 | Mar 17, 2020 | Practice Management
You Can’t Run A Portfolio Like a Business – Part 2 By: Scott MiddletonT he first of this two-part article examined the merits of businesses responding to buyers’ demands, while portfolio allocation decisions need to avoid chasing what is popular. Part two...
by mddsAdmin987123 | Oct 2, 2019 | Practice Management
You Can’t Run A Portfolio Like a Business – Part 1 By: Scott Middleton Effective leadership, clear strategies and perseverance are successful elements of both business and portfolio management. However, some of the skills needed to run a business are...
