Investment Themes and Drivers For Q1 2021

The cycle into value and energy is beginning to slow and investors are reloading into more speculative and growth stocks. Only time will tell when the market will begin looking at fundamentals again and in the meantime, risk management will be key to avoid a tail...

Speculative Stocks Start Strong

The most speculative asset classes and securities have been on tear higher to start 2021. The performance of stocks such as Tesla have been dizzying and investors must question when to trim holdings. Record gains in portfolios aren’t real gains until a security...

Budgeting Tips and Financial Goal Setting For 2021

Setting a budget is one of the most common New Years Resolutions and it is made easier by talking to Amelia “Mills” Bender from Mills Knows Bills. In this video, Amelia highlights some important topics relating to setting a budget and goals for 2021....