Investing & Markets

The wait is over; spring is here. Recently, the S&P 500 Index and Nasdaq Composite notched a fresh all-time closing

Happy New Year everyone! Let’s take a look back on 2018 and then consider what 2019 holds for investors. 2018

The holidays are a time to reflect on the most important parts our lives: our loved ones. The busyness of

October was a scary month for investors. While many financial analysts are still calling for a higher year-end finish, the

I thought I would address a great question I am frequently asked. “Julia, is now a good time to invest?

Can you believe 2018 is already half over?! Every July we review the first half of the year and then

Have a Game Plan – Benjamin Franklin said it best, “If you fail to plan, you are planning to fail.

Market Outlook The second quarter was a healthy one for investors. While the outlook for the remainder of the

The 3 primary ways financial advisors get paid are from hourly consulting, earning a commission based on investments purchased, or

The first step in minimizing risk in your investment portfolio is knowing what your investment goals are and making sure

Everyday, clients ask me what they should expect in 2017. Should I be nervous, excited, scared, worried or hopeful? I