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Is It Push Or Pull?
Markets are finding it difficult to figure out where we're headed from here and whether or not the Federal Reserve can navigate rising...

Scott Poore, AIF, AWMA, APMA
Mar 8, 20212 min read
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Markets Trying to Adapt
Investors have not yet come to grips with a rising interest rate and rising inflation environment. Eventually, markets will settle down,...

Scott Poore, AIF, AWMA, APMA
Mar 5, 20214 min read
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Investors. Know Thyself
Make no mistake, if you choose to invest, you are in the ARENA. It would be nice to be able to lay down some hard rules that would...
Michael Hakerem
Mar 4, 20211 min read
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11 Reasons Why the RIA Model is Superior to Other Models
We begin an 11-part series on why the RIA model is superior to other models for financial advisors. This week's installment is Reason #1...

Scott Poore, AIF, AWMA, APMA
Mar 2, 20211 min read
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Markets Forgot That Rates & Inflation Can Rise Together
Equity markets were spooked by Inflation fears and the rise in the 10-year Treasury yield. The Interest Rate on the 10-year has...

Scott Poore, AIF, AWMA, APMA
Mar 1, 20211 min read
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Changes to the Paycheck Protection Program (PPP)
On Monday, Feb. 22, the White House announced several changes to the Paycheck Protection Program (PPP) that went into effect on...
jgoodson56
Mar 1, 20212 min read
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Rising Inflation and Rising Interest Rates - A Combo the Markets Haven't Seen in a While
The markets have clearly been spooked by two things of late – rising interest rates and inflationary fears. We’ll focus a lot of our...

Scott Poore, AIF, AWMA, APMA
Feb 26, 20214 min read
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Emotions Instead of Fundamentals
Markets were mixed last week as investors are searching for something to give them direction. The COVID stimulus package that has been...

Scott Poore, AIF, AWMA, APMA
Feb 22, 20212 min read
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A Market Searching for Direction
Today marks the beginning of the pandemic from the market's perspective. One year ago today the S&P 500 Index peaked before selling off...

Scott Poore, AIF, AWMA, APMA
Feb 19, 20213 min read
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7 Tips For Successful Travel
We all travel a lot more now than our ancestors did. We travel all over the world and only think of the jet lag, and not the vast...
jgoodson56
Feb 18, 20212 min read
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