Anchoring is dragging down your financial decisions

Anchoring is dragging down your financial decisions

Avoid focusing on irrelevant information to prevent dumb investing mistakes Mitchell Barr, Client Associate One of my favorite television shows is American Pickers. Two roughneck guys named Mike and Frank roam the backroads of America and buy rusty antiques from...

Equifax Data Breach

[vc_row][vc_column][vc_column_text]On July 29th, Equifax discovered a data breach that potentially impacted 143 million individuals, primarily in the US. The unauthorized access of data occurred from mid-May through July 2017. For those that don’t know, Equifax is a...
MARKET REPORT: August 2017

MARKET REPORT: August 2017

[vc_row][vc_column][vc_column_text]Prepared by Brandon Yee and Thomas Connelly   Commentary Developed Markets Flat in August – In the month of August, U.S. equities outperformed international developed markets by 0.27%. The United Kingdom and Japan lagged...
Costco and the annuity problem

Costco and the annuity problem

Spend less money with commitment devices Mitchell Barr, Client Associate I have a love/hate relationship with Costco. On the one hand, I love it because I can buy 500 garbage bags at a discounted price and not have to worry about garbage bags for two years. If...
COLLEGE PLANNING: WHY START NOW

COLLEGE PLANNING: WHY START NOW

[vc_row][vc_column][vc_column_text responsive_align=”left”]This article is authored by a premiere college advisor who specializes in helping young men and women figure out what “makes them tick” and using that to create educational pathways that win with...