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The War in Ukraine

By Joyce L. Franklin on April 24, 2022 in Investing

We believe that the most effective way to mitigate the risk of unexpected events is through broad diversification and a flexible, systematic, and active investment process. Russia’s invasion of Ukraine is an important reminder that geopolitical risk is part of investing in global markets.

Why Do We Refer to Markets as Bulls and Bears?

By Ashley Rittershaus on October 18, 2021 in Investing

Most people have heard the terms “Bull Market” and “Bear Market.” Some even know what the terms mean. But the history of where they actually originated is unclear.

The Allure (and Danger) of Cryptocurrency

By Ashley Rittershaus on July 27, 2021 in Investing, Wealth Planning

Interest in cryptocurrencies like Bitcoin, Ethereum, and Dogecoin has only continued to grow in recent years. All this attention has many investors wondering what, if any, place cryptocurrencies have in a diversified portfolio, or are they merely speculative investments?

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