by jimstr8 | Feb 13, 2019 | Noteworthy
As you probably know, there has been a lot of market volatility in recent months. Being a financial advisor, I get asked a lot of questions, even from people who aren’t my clients! Some ask if it’s a good time to invest in the markets, or if they should be sticking...
by jimstr8 | Jan 30, 2019 | Learning
Whether you own a house or rent an apartment, building a smart home is easier than it has ever been. Homeowners and renters can purchase kits that integrate specific smart items or they can select smart home products, such as light bulbs, crockpots, coffee makers,...
by jimstr8 | Jan 16, 2019 | Learning
Risk Management Safeguarding Assets There are more financial advisors than ever before in the US. The most important difference is whether they have an independent and unaffiliated custodian. We do. The investment advisor initiates transactions as part of its...
by jimstr8 | Oct 11, 2018 | Learning
It’s October, which means autumn is upon us. But this year, it’s not just the leaves that are falling. The markets have been falling, too. On Wednesday, October 10, the Dow slid more than 800 points. The S&P 500 fell for the fifth straight day. And the tech-heavy...
by jimstr8 | Oct 8, 2018 | Learning
A major part of my job – perhaps the most important part – is helping people reach their financial goals in life. Over the course of my career, I’ve discovered that while things like planning, saving, and investing are crucial, it’s equally important to look beyond...
