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Monday, January 22, 2024

They say history tends to repeat itself, and in 2023, it did. Historically, investors that stay invested through severe market downturns are rewarded because prices inevitably rebound, and that’s exactly what happened in 2023. As...

 

Friday, October 27, 2023

Traditional asset classes posted negative returns in the third quarter as higher oil prices, a bump in inflation, and a re-calibration of monetary policy grabbed headlines. The S&P 500 and AGG bond index were both down 3.2% in Q3,...

 

Friday, October 27, 2023

I believe that in most cases, there are two types of prices:  Regular price Discounted price (for Bob!) If you don’t do anything and are OK paying the full price, that’s fine, but if you follow these two simple steps...

 

Tuesday, August 29, 2023

Join Wealth Advisors Arish Nurani and Adam Howard as they explore the role that bonds take in fortifying your investment portfolio. They will discuss how fixed income securities are a vital component of any successful investment...

 

Monday, July 17, 2023

Our Chief Investment Officer, Jeff Cone, guides us through some of the major events that moved the market in the first half of the year.

 

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Friday, July 14, 2023

What is it? Introduction Travel insurance refers to specialized coverage you can buy to insure yourself against various risks that travelers face. Travel insurance policies may protect you against one type of hazard (e.g., getting sick...

 

Friday, July 14, 2023

The stock market has experienced a notable upswing since October 2022, primarily driven by the strong performance of technology stocks such as Nvidia, Apple, and Microsoft. While some of the positive sentiment around these stocks is...

 

Tuesday, June 20, 2023

In this episode our Chief Compliance Officer, Amy Betts, updates us on best practices for cyber security and identifies some very modern threats facing users today. 

 

Monday, May 22, 2023

In this episode your host, Wealth Advisor Arish Nurani asks our guests thought provoking trivia questions before diving into the topics at hand. In the Market Moves segment at the top of the show Arish and our CIO Jeff Cone discuss...

 

Friday, April 14, 2023

When Scott Bordelon transitioned from Owner/President to consultant at BEAM Wealth Advisors of BEAM Wealth Advisors, Inc., he did so with a smile on his face. Scott is no stranger to hard work, and he was careful to select partners...

 

Friday, April 14, 2023

            Given all the tumultuous developments in the first quarter this year, would you believe it if I told you stocks and bonds posted positive performance? Despite the...

 

Thursday, April 13, 2023

Unable to meet withdrawal requests triggered by depositor panic, Silicon Valley Bank (SVB) was placed into receivership by the Federal Deposit Insurance Corporation (FDIC) on March 10, 2023. SVB represents the second-largest bank...

 

Wednesday, April 12, 2023

In our third episode your host, Arish Nurani, discusses SVB and the financial sector with our Chief Investment Officer, Jeff Cone CFA in our Market Moves segment. Then, Wealth Advisor Garrett Leroux talks early retirement and ESOP in...

 

Monday, March 13, 2023

In our second episode your host, Arish Nurani, discusses recession with our Chief Investment Officer, Jeff Cone CFA in our Market Moves segment. Then, founding partner Bob Gucer talks all things IRA in our Timely Topic.  Finally,...

 

Monday, February 6, 2023

0:00 - Intro - your host, Arish Nurani, introduces the format of our new podcast.1:10 - Market Moves - Arish and Jeff Cone discuss takeaways from the economy in 202215:04 - Timely Topic - Arish and Heather Gardner discuss recent...

 

Tuesday, January 17, 2023

I think it’s safe to say that most of us are happy to close the books on 2022 and move on to 2023. After three straight years of impressive stock and bond returns, prices reset across asset classes to reflect a new investing...

 

Tuesday, January 17, 2023

Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative to traditional health insurance...

 

Friday, January 13, 2023

Certain retirement plan and IRA limits are indexed for inflation each year, and 2023 saw record increases in many figures. Some of the key numbers are listed below, with the corresponding limit for 2022. (The source for the 2023 numbers is