Wealth Advisor Solutions

***For Fidelity associate use only and not for Fidelity client distribution.*** Individual stocks and bond portfolios Customized for each client by their Principal. Ability for high concentration with diversification “Picky” clients are our niche Can create portfolios with tailored impact themes High touch customer service Highly engaged approach to client relationships 30 year old firm…

The Beauty of Bonds

Historically, stocks have provided appreciation that helped investor portfolios grow. Many stocks also provide returns in the form of dividends. Stock prices have certainly gone up over time, but the path hasn’t exactly been a straight line. There have been some queasy, white-knuckle moments along the way when it felt downright uncomfortable to own stocks.…

Was October The Low?

Did the S&P 500 bottom on October 12th of last year? Only hindsight will bestow that knowledge. Stubborn inflation and higher interest rates were the big drivers behind the selloff that took us to that October low, but recent data indicates inflation is retreating, comments from Federal Reserve members suggest they may be close to…

Sell At The Lows

The stock market is down 19% year-to-date, so what is an investor to do? There are plenty who are exhausted by the continuous grind toward lower prices, even with some trend-reversal rallies mixed in. They want to sell because they’re worried about stock prices falling even further than the mid-October lows. No one has a…

Regarding Large Pullbacks

The age-old advice is to “buy low and sell high”, and it’s hard to argue with that logic.  We cling steadfastly to the belief that if you buy and stay invested over the long term, you’ll have done exactly that.  With history as a guide, the stock market has rewarded investors handsomely, but the path…