


Bitcoin ETFs: A Guide to Opportunities and Risks in Cryptocurrency Investments
In the dynamic world of cryptocurrencies, the emergence of Bitcoin Exchange-Traded Funds (ETFs) has generated attention for their potential impact on traditional investment portfolios. As the cryptocurrency landscape continues to evolve, it...
Managing Your Money: The Pros and Cons of Bitcoin as an Investment
Join us as our portfolio managers discuss Bitcoin and whether it should be considered for inclusion in a diversified investment portfolio. We discuss its high price volatility, the emergence of Bitcoin ETFs, and our future outlook for the cryptocurrency.You can read...
Decoding AI Investment: Navigating Opportunities and Risks in a Dynamic Landscape
In recent years, the proliferation of artificial intelligence (AI) across various sectors has spurred immense interest from both individuals and corporations worldwide. With substantial investments from industry giants and startups alike, the potential applications of...
The Resurgence of Gold: Understanding Its Recent Price Increase
“Although gold and silver are not by nature money, money is by nature gold and silver.” ─ Karl Marx The author of The Communist Manifesto was not just a philosopher and political theorist; he was also an economist. In the 19th century, which is when Karl Marx was...
The Back-Door Roth IRA
Roth IRAs can be highly useful retirement savings vehicles for investors.. While it is true that you cannot deduct contributions to your Roth IRA, you can withdraw your money tax-free down the road in retirement if the appropriate holding period and age requirements...
Managing Your Money: Why Inflation May Be Reaccelerating
Join us as our portfolio managers discuss what they believe is behind the potential reacceleration of inflation. Using the 1970’s as a benchmark we delve into the economic forces driving this phenomenon and its implications for individuals and businesses alike....
Navigating Term Life Insurance vs. Whole Life Insurance
If you’re wondering, “Do I need life insurance?” you’re not alone. Life insurance can be a polarizing topic, especially when deciding between term life insurance vs. whole life. If you don’t have life insurance, chances are you’ve heard...
Should I Invest in International Stocks
Decades ago, American investors tended to view the U.S. as the center of the investing world. Yet over the years, the dynamics of geographical allocations in investment portfolios have transformed. While the U.S. stock market remains the largest and most liquid, it’s...