by James Denora | May 8, 2023 | Blog
The first rule of investment management should be “Don’t lose money.” Clients entrust us with their life savings, their pot of gold, so that it can be a bigger pot sometime in the future, when they need to draw upon it for retirement income. Generally, people like...
by James Denora | Feb 15, 2023 | Blog
This was not the intended article for this space this month. I was going to write about the differences in the markets from 2022 and so far in 2023. I was going to talk about investment risk and reward and the benefits of having a plan. This was the intention until I...
by James Denora | Nov 14, 2022 | Blog
As we approach year-end, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes on December 31, so itis important to evaluate your tax situation now while there is still time to affect...
by James Denora | Sep 12, 2022 | Blog
Dear Ron Johnson: Recently you came out in favor of changes to the Social Security program that would change the payments that are automatically included in the federal budget to payments that would have to be approved by Congress each year as discretionary spending....
by James Denora | Jun 17, 2022 | Blog
When it comes to investing, does one build a personal portfolio slowly, with quality investments that grow steadily over time? Or does one build it quickly with stocks that will grow rapidly as their new products change the world? This is the classic growth versus...
