By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
As an investment manager, one of the most common questions I encounter is, "What’s the difference between stocks and bonds?" Understanding this distinction is vital when aiming to build a successful,...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
National Financial Awareness Day, observed on August 14th, serves as a reminder of the importance of financial literacy and the proactive management of personal finances. As we celebrate this day,...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Earnings season is a critical time for investors, offering a snapshot of a company's financial health and prospects. Yet, despite the anticipation, earnings reports often miss the mark, leaving...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
As we navigate through 2024, the market continues to be influenced by a mix of technological optimism and economic caution. The second quarter of the year saw significant developments in the realms...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
"Pay yourself first;” this principle is a cornerstone of sound financial planning. You've likely encountered this advice, and if you've acted on it swiftly, you're on a solid path to achieving your...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
When we think about a healthy economy, the unemployment rate is typically one of the first measures that comes to mind. Seeing a low unemployment rate usually makes us feel optimistic, suggesting...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
May 20th came and went, marking the observance of "Be a Millionaire Day." A nod of appreciation goes to those who creatively designate days to celebrate our favorite things, particularly the heroes...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
The popular saying "Sell in May and go away" suggests that investors should sell their stock holdings in May and buy them back after the summer to avoid a seasonal decline in the equity markets....
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
In April, the markets experienced a significant shift, moving away from the gains seen in the first quarter. Investors are now grappling with the challenge of navigating tight monetary conditions...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Congratulations on successfully navigating another tax season! With your financial details freshly organized, it's worth noting that April 25th marks International Financial Independence Awareness...
