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Sep 30, 2020

Simon examines the historical performance of stocks during periods of high government debt levels. He encourages investors to think of any potential risks over decades, not as reasons to anticipate sudden market crashes. Simon also discusses the investment cases for two of the most recent additions to the WIG Equity...


Sep 27, 2020

Financial Planner, Matt Anderson speaks to those investors currently stuck in cash and not knowing what to do. He highlights the cognitive biases that can wreak havoc on investor behavior while in such a position. He also analyzes some of the most popular objections to moving money out of cash and how these...


Sep 23, 2020

Corporate results and economic data is showing the resiliency of the consumer. Volatility is for the near term, but if we picture the consumer next summer, it's of them back on the beach.


Sep 20, 2020

Simon shares some of the most common questions he is receiving from investors. He talks about the historical performance of stocks during Democratic and Republican administrations, what the market is currently telling us and how investors should not conflate political leanings with investment positioning. He also...


Sep 16, 2020

This week David discusses ways to help teach your children strong financial habits by age group and reviews the latest economic news we are following.