Lately, I’ve heard an often repeated question… Is it time to move to cash? Interestingly this question has come from people with various backgrounds, different lifestyles, and in different life stages. And, as you might guess,...
Read MoreBy Greg Stewart, CIO A few weeks ago, as the market experienced a pullback for no apparent reason, I began to hear a little grumbling around the office (OK, I’ll admit, it was Dan Darchuck doing the grumbling). After a great run...
Read MoreBy: Dan Darchuck, CFP, CPWA – Co-founder Topturn Capital Featuring: Jeff Hamilton, CPA – Principal, Sierra View Tax & Consulting “Let me tell you how it will be. There’s one for you nineteen for me, ‘cause I’m...
Read MoreBy: Greg Stewart, CIO Last year started off with a great deal of pessimism and concern. In my January 2023 post, I noted investor concerns over recession, inflation, rising interest rates, and war. Everyone seemed to be scared...
Read MoreBy: Greg Stewart, CIO October is the month when many people spend time enjoying all things spooky, dark, and a little scary. It is a wonderful way to offset the shorter days that arrive with the turning of the season....
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