Author: Adam Phillips

In 1735, Benjamin Franklin penned an article for The Pennsylvania Gazette in which he suggested “an ounce of prevention is worth a pound of cure,” meaning preparing today for a potential crisis is preferable to reactive measures taken after an event has already occurred.  Although the quote originally referred to fire safety in his adopted hometown of Philadelphia, the same rule could apply to monetary policy in 2019.   

Author: Clint Camua

You can’t always tune out the news. But as an investor, it’s always worthwhile to keep the headlines in perspective. Especially when market volatility confronts you with a nonstop barrage of stories, statistics, and opinions that make you think the sky is falling. To avoid making potentially costly and unnecessary moves with your portfolio, step back and consider these five things to help ensure you’re getting the real picture.

Author: Adam Phillips 

Breene Murphy, Director of Client Experience, recently sat down with Adam Phillips, CFA, CFP®, Director of Portfolio Strategy, to discuss what investors need to know about the political headlines coming out of Italy.  Below are the key takeaways from their discussion.  If you have further questions, please do not hesitate to contact your Financial Advisor.