Mitchell Dario, CFA
How Do Election Years Affect the Markets?
Pixels Hunter | shutterstock As the 2024 U.S. presidential election approaches, many investors are anxious about the impact politics...
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Rob Edwards
Mar 283 min
The Folly of Predictions
gopixa | shutterstock Coming into 2023, Wall Street strategists’ consensus forecast for the markets was that we were headed for a...
Rob Edwards
Feb 270 min
Tiffanie Mensch
Jan 262 min
Mastering Financial Wellness
The Impact of United Way’s VITA Program on Collier County RomanR As the winter sun casts its golden glow over this tropical paradise we...
Rob Edwards
Jan 263 min
Getting Your Investments Back in the Fast Lane
Bennian As inflation continues to show signs of cooling, the Federal Reserve has signaled that it intends to cut short-term interest...
Rob Edwards
Dec 26, 20232 min
What’s Your Benchmark?
Number1411 This year, the performance gap between investment benchmarks is staggering. Growth stocks are full speed ahead, while value...
Rob Edwards
Oct 26, 20233 min
Separately managed accounts and their potential benefits to high-net-worth investors
SFIO CRACHO | shutterstock As your wealth grows, you may find that you seek more control, better transparency, and the ability to...
Rob Edwards
Jul 26, 20233 min
Stuck in the middle
The Sandwich Generation Our wealth management team’s motto: Let your money serve you. However, for many of our clients, we find that...
Rob Edwards
Apr 26, 20233 min
Finding confidence amongst uncertainty
Elnur Over the past two years, the stock market has gone through a bull market, a bear market, and lots of mess in the middle. In total,...
Rob Edwards
Mar 26, 20233 min
Thinking in Buckets
shutterstock | small smiles Let me tell you a secret: Money is a messy topic, even for those who you’d think have it all together. Our...
Rob Edwards
Feb 25, 20233 min
January’s stock market return
Does it predict what is likely to happen next? Golden Dayz | Shutterstock In our daily lives, we are presented with many situations where...
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