In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
A Bull Market is spoken about often, especially over the last 10 years or so… but do you know what a Bull Market is-the true definition? Listen in and you will learn some of the key characteristics of a Bull Market. Be sure to listen and feel free to contact us at (631) 952-4466 x11 …
Warmer weather comes with a few traditions: well-kept lawns, baseball stadium lights, open windows. And every year in May and June you’ll see the balloons on stop signs and borrowed folding tables in the open garage, proud parents snapping pictures. The graduation party is a universal rite …
Did the recent coronavirus outbreak close your educational institution? Did you pay for your expenses with funds from a 529 plan? It is important to understand how you will be affected if this applies to you. The recent Covid-19 outbreak has forced the closure and move to online classes for …
A Bear Market is spoken about often, especially when the markets decline… but do you know what a Bear Market is? Listen in and you will learn some of the key characteristics of a Bear Market and where the term was derived. Be sure to listen and feel free to contact us at (631) 952-446 …
The volatility in the stock market due to the COVID-19 pandemic is stirring a range of emotions, including fear in even some very experienced investors. Some of these investors might be your clients. As their financial advisor, part of your job is to help your clients look past any emotions …
You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.
