by James Denora | Apr 18, 2022 | Blog
Recently, clients have asked why we have so much cash in our portfolios. Our portfolios are usually going to be a mixture of stocks, bonds and cash. The more aggressive the portfolio, the greater our allocation to stocks. Until recently, stocks have outperformed both...
by James Denora | Oct 8, 2021 | Blog
Occasionally when I am mindlessly perusing Facebook or other social media, I’ll come across a post stating that this year is the first time in 823 years that there are five Fridays, Saturdays and Sundays in October. Actually, this happens quite often, the last time in...
by James Denora | Aug 10, 2021 | Blog
A friend of mine who was a charter fishing boat captain used to write an article in his local monthly fishing magazine. One month his article was based on the randomness of catching fish. What day one chose to fish. Which route the captain chose to follow. Which way...
by James Denora | Apr 12, 2021 | Blog
On March 11, 2021 President Biden signed into law The American Rescue Plan Act of 2021. It provides a third rounds of stimulus payments and other tax advantages to eligible individuals and families. Let’s discuss some of the highlights that will affect significant...
by James Denora | Feb 12, 2021 | Blog
One recent phenomenon has been the trading in the stock Game Stop, a brick-and-mortar retailer that sells video games and equipment. As I am writing this, the stock has returned almost 200% in 2021, however, it has also declined 72% in the past five days. Over the...
