Everyone is happy when stock markets rise and, fortunately, they do achieve positive returns most years.  Yet, the longer you invest, the more likely it is you will encounter challenging markets. Still, the only way for investors to fully enjoy their attractive long-term gains is to stay the course during market dips.  Our “pension-style” portfolios...Read More

Investors sometimes ask, “Should we wait until stock markets have bottomed before we invest?”  We would like to share two reasons why our answer is “no.” Stock markets bottom well before economic downturns are at their worst.    Life is more important than worrying about negative headlines.    Stock markets look forward. Prices bottom long before corporate...Read More

Ethics are of vital importance, especially in the investment industry.  Our CommonWealth team of professionals uphold the highest ethical standards as we manage your money. We maintain our independence so we can provide you with objective investment recommendations. In fact, we personally invest our money alongside yours in the same funds we recommend to our clients, showing...Read More