News

A new president. Resilient markets. Escalating Covid19 cases…but with vaccines near ready for distribution. What does it all mean? Are we poised for better times or will “2020” be 24 months long?  Despite the continuing battle with Covid19, there is much good news on the horizon. November was one of the best months in history…

Our very own Joel Petersen was named one the of Top 100 People in Finance Magazine. Click the link below to download the full article. Download  

It is Good Friday and the Covid 19 Quarantine continues. With approximately 50% of the world’s population subject to a “lockdown” of one form or another and cabin fever taking hold, we’ve all heard many conversations around… Is this the next great depression? What will change in our lives when this is all over? How…

Another tough week for the markets and for all of us individually.  Many of us are getting used to the evolving impact of “social distancing” on our social, emotional and financial wellbeing.  I don’t know about you, but this feels a bit like a movie.  I haven’t quite decided which movie yet but it feels…

Why the extreme selloff? Today marks the 11th year since the bull market began.  Unfortunately, today’s sell-off isn’t much of a birthday present for investors or global markets. This morning the DJIA opened down over 7% which triggered a key market “circuit breaker” that halted trading for 15 minutes. The “circuit breakers” are designed to…