When my father passed away almost nineteen years ago, my mother purchased a Rolex watch for my brother and me as a commemoration.Read More
- May 11, 2023
- Greg Kammerer
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- Blog
We’ve all been there. It was a long day at work, meetings ran later than you expected, and you didn’t have time to.Read More
- February 1, 2021
- James Russo
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- Blog
A few clients have asked me about the recent stock market volatility in the broader market in general and with a few select.Read More
- September 4, 2019
- James Russo
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- 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
- 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 7, 2019
- James Russo
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- Blog
Over the past decade, I was continually asked by prospective clients at the beginning of every year what they should do with the.Read More
- December 28, 2018
- James Russo
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- Blog
Volatility has been on the rise in financial markets this year, and December seems to be unfolding as potentially the worst month of.Read More
- December 12, 2018
- James Russo
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- 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
- November 12, 2018
- James Russo
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- Blog
Though I've never used illicit drugs, I do regularly drink caffeine through my coffee habit, consume alcohol via two or three glasses of.Read More
- October 11, 2018
- James Russo
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- Blog
We have a very few clients who always call or email when the market sells off asking what we should do and why.Read More