As more and more conditions that could support an upward move in markets are emerging, we consider what to do next.

When the bad news could be good.

Our 2020 Market Timing History Lesson; Needed Now More Than Ever!

Two Very Different Bear Market Investing Strategies

Bear Market Blues. What Should Investors Do Now?

Answer These Three Questions To Help You Navigate Current Markets.

What is likely the most important sign of where markets go over the coming year!

At their core, the SDGs are a playbook through which we can align ourselves in an effort supportive to a sustainable future.

Investing In 2022. What Should We Do?

Markets High & Tensions Getting Higher. So What Do We Do Now?

Over the last few months, we have witnessed an acceleration of a profound transition from a society in shutdown mode to one that is rapidly rebounding.

Current investment conditions are far from perfect. To stay on your game, here’s a few thoughts and a key question.

Investor Alert: Sector Rotation Is Upon Us!

A look at factors that have led markets lower and what they suggest for what may be coming next.

Jeffrey and Cameron discuss foundational elements of ESG Investing and the many ways this genre of sustainable investing is growing.

Check out our latest video where Jeffrey provides a end of year summary and 2021 outlook.

Jeffrey and Cameron discuss the “G” or Governance components of ESG Investing.

Part Three of Our ESG Investing Series: Jeffrey and Cameron discuss the “S” or Social Factors to consider in ESG Investing.

The “E” in ESG Investing: Part Two of Jeffrey and Cameron’s Discussion.

Jeffrey & Cameron discuss the history and evolution of ESG investing. Here is part one of our four-part video series where they dive into the intricacies and critical nature of ESG.

Beneficiary Designations are another crucial area of one’s estate planning.

A critical element of one's estate planning.

A look at the questions many investors are asking about election season and the current health pandemic.

Let’s take a look at why the Federal Reserve is such a critical entity to our economy and the various ways it supports our interconnected system.

If you are retiring or leaving employment during the pandemic, there are decisions you may need to make with your company retirement plan.

Two extremely different scenarios that could play out in the months ahead.

Important Investment Perspective For The Second Half of 2020.

A look at a the three day market downturn that started after a June 8th high and what to do next.

We want to know what you would like us to talk about. Your suggestions are welcome!

Here is a look at the understandable temptation of market timing along with a mind blowing example of how dangerous it can be.

Whether you are a traditional investor or have decided to invest your moneys in an environmentally responsible manner, the case for ESG investing during a global crisis is an interesting and worthwhile topic to explore.

In our latest Vahanian Viewpoints, we look at one technical tool used to indicate levels of investor panic and how that might serve our own decision making.

Jeffrey helps make sense of how markets are priced on the short-term plus how different the pricing formula is long-term.

Jeffrey discusses the current coronavirus pandemic, our thoughts regarding investment approach and maintaining our poise.

Jeffrey and Cameron talk about subtle differences between weather vs. climate as it relates to financial markets and global economies.

Recently, financial markets across the globe have experienced increased volatility in response to coronavirus.

Let’s take a look at how an Emergency Fund can serve as a valued safety net as it relates to personal finance. Essentially, this is money that has been set aside to support you and your family during times of unexpected expenses.

Jeffrey and Cameron discuss how understanding market history can provide perspective and context for investor behavior and volatility.

Let’s step into the new decade with clarity of our goals, risk tolerance and determination…

The season of giving thanks is upon us. During this time, many people choose to make gifts to charities, individuals and their respective communities in distinctive ways.

“We may never know where we’re going, but we’d better have a good idea where we are… and act accordingly.” - Howard Marks, founder of Oaktree Capital

During the excitement of wedding planning, quite often it is costs, deadlines, and overall budgeting that fall low on the priority list – at least, initially.

As history has shown us, the month of October tends to be the most volatile month of the year. So, why?

As most all of us increasingly use technology in our daily lives, cybersecurity, the protection of electronic data, either business or personal, has become ever more critical.

The back to school season can be an ideal time to refine existing financial goals, set new ones and get organized in areas that often receive less attention.

If you’re following the news, you know that financial markets across the globe have experienced increased volatility in recent weeks.

Recently, international trade tensions, particularly those between the United States and China, have been a key factor influencing the short-term economic outlook for more than just these two countries.

Diversification, as it relates to investments, can be defined as the process of asset allocating and utilizing various financial vehicles...

Congratulations! You said “I do”, danced the night away with family and friends, and started a new chapter of your life called marriage. You might be asking yourself, “Now what?”

This year has been rife with ups and downs – but one area that I’m sure we can agree to celebrate is Father’s Day. We thank all of the dad’s out there for their support, guidance and perhaps quirky tidbits of advice along the way.

Has anyone ever asked you what you want from your investments aside from a given return? It might seem like an odd question but it’s worth exploring.

We believe that when you have a better understanding of personal finance and why investment decisions are made, you ultimately make better decisions related to spending, saving, borrowing, and legacy planning.

Cameron discusses the evolving sustainable investing industry – taking a close look at “ESG” factors and how such considerations seek to bring about positive change.

Jeffrey discusses potential effects of inflation as well as ways to consider protecting your investments from a decrease in purchasing power.

There may not be a silver bullet that answers the question, “Do I need a financial advisor?” but we do believe there are several ways to engage and work with an advisory team to meet your unique needs and situation.