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David DeWitt, CFP®: Jan 8, 2021
December performance capped off an epic year In December, all the broad equity indices reported a strong month, with the Nasdaq leading the way +5.65%. The MSCI ACWI (ticker: ACWI) was +4.69%, S&P 500 +3.71%, and the Dow Jones Industrial Average...
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David DeWitt, CFP®: Jan 6, 2021
What is ESG Investing? ESG stands for Environmental, Social and Governance. It’s a way to evaluate public companies – in addition to financial...
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David T DeWitt: Dec 29, 2020
Tennis Lesson #1 Tennis is a game of errors. The main goal of tennis is to make fewer errors than your opponent. Today, we will discuss the use of...
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David DeWitt, CFP®: Dec 18, 2020
Who would have thought that the year of a major pandemic would be the hottest year for IPOs since 1999? In recent weeks we have fielded a lot of...
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David DeWitt, CFP®: Dec 16, 2020
With the election over, new administration and a potentially divided Congress, there are a lot of reasons to worry about what 2021 will bring. The...
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David DeWitt, CFP®: Dec 9, 2020
One of the most challenging parts of planning for a college education isn’t about getting accepted – it’s about figuring out how to pay for it. Long...
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Scott Frank CAIA, CPWA®: Dec 4, 2020
It’s All In the Risk: Consistency of Return We wouldn’t go so far as saying we’ve always had a contrarian view, but we do have an established history...
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David DeWitt, CFP®: Dec 2, 2020
Inertia (noun): 1. a property of matter by which it remains at rest or in uniform motion in the same straight line unless acted upon by some external...
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David DeWitt, CFP®: Nov 27, 2020
Investing should be personal – but there are some things that apply across groups of investors. Women, because of their longer life expectancy and...
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David DeWitt, CFP®: Nov 25, 2020
President-elect Biden has a very thorough plan for what he’d like to do about taxes, but whether it makes it through Congress immediately will depend...