Articles Insights

Articles and Insights

  • Turn off the TV?
    by Matt P. Brown, CFP® on 10th December 2018 at 3:13 pm

    In a recent article by Bryce Sanders in a commentary written for ThinkAdvisor magazine, we were reminded that “Television programming is funded by advertising.  Advertisers want viewership.  One of the best ways TV news programs can keep people watching is… Continue reading &rarr […]

  • Dying with “Unrealized” Losses
    by J. Randall Mascagni, MBA, CFP® on 28th April 2017 at 6:28 pm

    From time to time investors accumulate “unrealized losses” in an investment. These are losses that an investor could incur if they sold the investment. And by doing so...… … Continue reading &rarr […]

  • Small Business Owners Building Wealth
    by J. Randall Mascagni, MBA, CFP® on 7th April 2017 at 6:33 pm

    We have all heard the typical strategies to building wealth… IRA accounts, investing in mutual funds, stocks and bonds, 401(k) plans, paying down debt, etc. These are all good strategies. However... … Continue reading &rarr […]

  • A Brief Thought on “Market Timing”
    by J. Randall Mascagni, MBA, CFP® on 2nd September 2015 at 8:23 pm

    Recently I was reminded by one of my most respected CFP® friends of a quote by Warren Buffet regarding investors overreacting during market corrections.  Karl has a “knack” of giving sound, time-tested financial advice in a very crystal clear way his… Continue reading &rarr […]

  • Market Update & Perspectives
    by J. Randall Mascagni, MBA, CFP® on 26th August 2015 at 8:07 pm

    After days like these in the markets we know people are concerned.  So hopefully these thoughts can help add a little light to something that may seem very “dark” and confusing. I could bore you with details and go on… Continue reading &rarr […]