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David DeWitt, CFP®

1 min read

Investing Lessons Learned on the Golf Course: Sticking to a Routine

Elite golfers grinding it out on the PGA tour every week did not get there by chance. As someone who has been trying to get better at this game over the last few years, I can tell you that improvement does not come easy. It takes incredible patience...

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3 min read

February in Review and a Look Forward

February Market Performance in a Nutshell

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2 min read

Bye Bye 2020, Hello 2021: Year in Review and 2021 Outlook

December performance capped off an epic year In December, all the broad equity indices reported a strong month, with the Nasdaq leading the way...

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2 min read

ESG Investing – A Strategy for Making a Difference

What is ESG Investing? ESG stands for Environmental, Social and Governance. It’s a way to evaluate public companies – in addition to financial...

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4 min read

IPO Mania: Shades of 1999 or Perfectly Healthy?

Who would have thought that the year of a major pandemic would be the hottest year for IPOs since 1999? In recent weeks we have fielded a lot of...

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2 min read

Charting a New Course for Your Financial Plan

With the election over, new administration and a potentially divided Congress, there are a lot of reasons to worry about what 2021 will bring. The...

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3 min read

Investing For College: 5 Things to Think About

One of the most challenging parts of planning for a college education isn’t about getting accepted – it’s about figuring out how to pay for it. Long...

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3 min read

Do you Suffer from Financial Inertia?

Inertia (noun): 1. a property of matter by which it remains at rest or in uniform motion in the same straight line unless acted upon by some external...

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3 min read

5 Strategies that Women Investors should be Aware of

Investing should be personal – but there are some things that apply across groups of investors. Women, because of their longer life expectancy and...

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