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Category: Investing

A thoughtful man sits on a large piggy bank

Pay Off Debt, Invest…Or Both?

When it comes to paying off debt or saving, the question of whether it’s possible or makes sense is one that gets asked pretty often. Should I pay off debt versus save? Or, how about both? Well, the answer is – it depends on your current financial situation. Let’s discuss this in more detail. How to…
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Economic Pandemic Outbreak

2021 Stock Market Outlook

It’s hard to imagine a more dramatic roller-coaster ride for investors than what we experienced in 2020. The Covid-19 whipsaw felt like the Great Recession and the Dot Com Bubble wrapped together and compressed into less than a year. This experience should provide a lesson heading into 2021: Predicting the future is not easy! The…
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Earth Globe with syringe

Vaccine Investing During a Global Pandemic

As the spread of the coronavirus accelerates across the globe, the vaccine race is well underway. There’s a thrill associated with investing in biotech. Many companies are developing new drugs that could dramatically change how diseases are treated. Some are even working on potential cures. Seemingly every week brings news with the potential to send…
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risk vs reward scale

Modern Portfolio Theory Made Easy

Introduction to Modern Portfolio Theory What is Modern Portfolio Theory? Despite the name, ‘Modern’ Portfolio Theory (MPT) was pioneered in 1952 by Nobel Prize-winning economist Harry Markowitz. Almost 70 years later, the principals of MPT remain just as relevant today. The foundation of MPT is based on the logic that the risk and return of…
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ROBO Advisor concept

Rebalancing: Robo Versus Human Advisor

Hybrid advisors are becoming the gold standard in wealth management services, combining technology driven objectivity with experienced human wisdom. As technology continues to push the industry forward in meeting client needs, wealth managers must ensure that their investment models have the flexibility to adapt, not only in growing wealth and planning, but also in reducing…
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