Category: News
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Elections and your money
The article below was originally published by our partners at Dimensional Funds by Weston Wellington. It describes how the market tends to react to an election year and how we, as investors, can respond.
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Top 5 reasons not to blindly follow Elon Musk
Elon Musk throws up a lot of red flags including manipulation, mocking regulators, and having an affair with his friend’s wife.
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Why our relationship should be based on trust
R Persichitte was featured in an article in Investor’s Business Daily about trust and client relationships.
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Dealing with the crypto slump
Crypto can be part of a portfolio, but only if you understand the risks.
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The Future of Financial Planning
The future of technology in financial planning will focus on optimizing plans, not replacing humans.
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Moods in markets
Policy Genius recently featured R Persichitte in their article about how investors’ moods affect the stock market. The short answer is that a long-term investing strategy paired with your ability and capacity to handle risk is the right strategy for most investors. A recent study questions how efficient the stock market is when seemingly insignificant…
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Data Anytics Award
R Persichitte won an award for his work related to data analytics. The analysis is a huge part of how we plan for the future, but it’s also a tool to help ensure children have access to quality education. In this analysis, Mr. Persichitte looked at where money was getting spent and where the program…