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...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
The first quarter kicked off with a subdued pace, a contrast to the momentum of 2023's remarkable performance. A temporary lull in market growth seemed anticipated, yet a shift occurred with the...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
In the world of finance and economics, the concept of the real rate of return plays a pivotal role in shaping investment decisions, influencing consumer behavior, and driving overall economic growth....
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
You're likely familiar with the timeless financial adage: "Pay yourself first." It underscores the importance of prioritizing savings and investments. Yet have you assessed whether your investments...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Inflation and the Fed continue to dominate market discussions, albeit somewhat overshadowed by the AI frenzy. As always, we'll steer away from sensational headlines and delve into the data, aiming to...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
We are five weeks into the year, and I've already identified the recurring theme: uncertainty. Though investors don't often turn to Einstein for quotes, his assertion that "The only thing we can...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Earnings season is in full swing, the time has come for companies to make their pitch to investors. Have they performed as expected over the last 3 months, or has their business changed in some...
