By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Today we’ll step away from the political turmoil, pesky inflation, and recession-predicting headlines. While important, they should not drive long-term decision-making. Our three simple examples...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
The banking sector remains in the headlines, for the wrong reasons. After more than a year of rising interest rates, regional and specialty banks are feeling the pain of a changing environment....
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
The arrival of April ushers in the second quarter and along with it, Financial Literacy Month. A solid financial plan starts on the foundation of financial literacy. Once the foundation is laid, you...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Our friends Jack and Tom retired just before a turbulent time in the market. Inflation was running high, causing interest rates to follow suit. Stocks were down in value, along with bonds, and there...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Investments come in many shapes and sizes. Some are simple, some are not. On one side you could have guarantees, on the other, a world of potential. Risk and reward normally work in tandem, the more...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
We have all heard the clichés in the investment world, “It is time to buy! It is time to sell! Never been a better time to…!” Follow the market long enough, and you are bound to hear them all. An...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
You have likely noticed a headline or two alluding to stock market corrections, or even recessions, in the last few weeks. Around the time markets make a downturn, the conversation will inevitably...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Open any webpage related to financial markets and you will see “It”. It is the latest and greatest, should have bought it two months ago, trade of the century! At least that is what the headlines...
