News & Updates

2020 Recap, Lessons and Enhancements

2020 was such a unique year that it will be part of the memory for eons. We saw the quickest bear market followed by an equally sharp...

How S&P500 inclusion could burst the Tesla bubble!

Tesla has been the poster child of panic buying. If anyone doesn't know what FOMO looks like and what it can do with one's investment...

Financial Markets - Disconnected from reality?

Every now and then one comes across a situation that baffles the investing intellect as markets behave in irrational ways. However, as...

5 Critical Questions to Ask in the Current Investment Landscape

The markets are at a very interesting crossroads.

5 Critical Concepts for Effective Investment Planning - Applicable Now

Understanding the fundamental principles can significantly improve the future financial planning and potential investment returns.

As Volatility Returns, Key Questions to Consider

In today's market, people are asking the following questions: Why did the stock market crash today? How to buy a certain stock? How do I...

Bonds - Potential Paradigm Shift

Current Bond Environment While May was a really good month for equities, safe heaven instruments also held on. Leaving May, there has...

Recap of 2019

Recap of 2019: The end of the year is a time to reflect and plan for the year ahead.