Author: Yusuf Abugideiri, CFP

Posted Mar. 16, 2023
In turbulent times like these, our Clients often ask how we’re protecting their assets. In this piece, we’ll focus on the measures our strategic partner, Charles Schwab, takes to focus on asset protection and ensure our Clients’ accounts are safe. Schwab is one of the...
Topics: Economy and Investing, Financial Planning

Posted Jan. 18, 2023
What a year 2022 was in markets (one could say the same about 2021, or 2020, or…but we digress). Stocks around the world took a beating. As we look forward into 2023, we find no shortage of ink being spilt about the gloom we’ve survived...
Topics: Economy and Investing

Posted Oct. 12, 2022
We’ve been talking about (and perhaps agonizing over) the same headlines all year, and what a year it’s been. As we head into the final quarter of 2022, we thought we’d spend a few minutes reflecting on how the third quarter unfolded. We share a...
Topics: Economy and Investing, Webinars and Videos

Posted Sep. 29, 2022
Wow - what a quarter for financial markets around the world. Before we dive into what we’ve been seeing in recent weeks, let’s rewind to the beginning of the summer.  Back in June, the Fed’s decision to raise interest rates more aggressively than anticipated (in...
Topics: Economy and Investing

Posted May. 12, 2022
It was only a few short weeks ago that we got together for our webinar on April 21st (Russia, Inflation, and Oil - Oh My!), and since then financial markets have had an ugly run. Through May 11th, both the S&P500 and the MSCI All...
Topics: Economy and Investing

Posted Apr. 14, 2022
Investing in the market is often compared to riding a roller coaster, implying that both your money and your emotions will experience highs and lows over time. While volatility is inevitable throughout your investment journey, we have a fundamentally grounded investment philosophy that is implemented...
Topics: Webinars and Videos
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