3 min read
David DeWitt, CFP®: Apr 8, 2021
After the tumult of last year, volatility is again on investor’s minds. But it’s not something that’s likely to go away, even if markets calm down. Using the S&P500 as a proxy for the equity market, Bloomberg data shows that median volatility has...
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5 min read
David DeWitt, CFP®: Mar 24, 2021
What is 3D Printing? 3D printing, or additive manufacturing, is a technology that lets you print a 3d object from a digital design. In the early...
1 min read
David DeWitt, CFP®: Mar 17, 2021
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...
1 min read
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David T DeWitt: Mar 16, 2021
The last time I wrote about tennis was defending against Tom Wilkinson and his spinning lefty serve. I decided that my serve could use some help, so...
2 min read
Scott Frank CAIA, CPWA®: Mar 12, 2021
Eggs in How Many Baskets? Prioritizing Building Wealth While You Build Your Business
3 min read
David DeWitt, CFP®: Mar 4, 2021
February Market Performance in a Nutshell
1 min read
David T DeWitt: Mar 2, 2021
The reasons to do a financial plan are many and varied. Most people who are interested want to know if they are on track for retirement. Doing a...
2 min read
David T DeWitt: Feb 3, 2021
Back by Popular Demand! Tennis Lesson #2
2 min read
David DeWitt, CFP®: Jan 20, 2021
My Feel vs. Real Journey
2 min read
Scott Frank CAIA, CPWA®: Jan 13, 2021
We work with many clients who are holding a large portion of their wealth in a concentrated stock position (CSP). Whether the position resulted from...
