Right out the gate, you can see how confusing Medicare can be! Many people feel that you must sign up for Medicare when you turn 65 (even though you are still working or your spouse is, etc.). One of the many myths that we work to combat on a daily basis! Let’s back things up … Read more
If you’re interested in learning more about how we use analysis to construct a portfolio or how current market conditions affect our positioning – check out our recent video with Sam & Steve How is a stock priced? We were recently asked by a client how we make stock selections or decide to move forward … Read more
In our AdvisorTalk series, we come together to discuss different investing and planning topics conversationally. In this edition, Steve and Sam discuss portfolio construction. There’s a lot of strategies out there about how to evaluate whether or not a company or position is a worthwhile investment. Though you need greater context to ultimately determine if … Read more
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