Clients familiar with our investment philosophy understand and appreciate our income-focused, value-driven approach. Many of you may recognize the first chart below, which.Read More
- November 11, 2019
- James Russo
- No Comments
- Blog
Though I thought long and hard during many periods of my life about a calling to the priesthood, I would never feel comfortable.Read More
- September 26, 2019
- James Russo
- No Comments
- Blog
Investors are continuously bombarded by discount brokerage commercials urging them to trade, trade, trade. They're exhortations are understandable; getting people to trade is.Read More
- September 4, 2019
- James Russo
- No Comments
- Blog
During his annual shareholder meeting in 2018, Warren Buffett advised investors to put all their money into the Vanguard 500 index. In contrast,.Read More
- July 23, 2019
- Brady T. Gingrich
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- Blog
If you’ve been tuned in to financial news over the first half of the year, you’ve undoubtedly heard and read about the stream.Read More
- June 10, 2019
- James Russo
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- Blog
Some weeks ago, I saw my seven-year-old daughter watching "The Lorax," a movie based on Dr. Seuss' favorite children's book. Although the fable.Read More
- January 4, 2019
- James Russo
- No Comments
- Blog
With a bear market upon us and volatility continuing this New Year, fears are arising that a recession may be at hand. During.Read More
- December 12, 2018
- James Russo
- No Comments
- Blog
When an individual’s portfolio has reached a certain numerical value (i.e. $1 million, $2.5 million, $5 million, etc.), he tends to lock-in that valuation in.Read More