by David Guttery | Jul 17, 2023 | Articles
Financial planning can only be as strong as the risks that you eliminate from the plan. Any risk leftunaddressed, either intentionally or unintentionally, could undermine the most solid financial planning. We’ve talked in the past about implementation being driven by...
by David Guttery | May 17, 2023 | Articles
Since the beginning of the year, many clients have sought the answers to five questions that are seemingly on the minds of many others. Is there a threat of the dollar being replaced at the reserve currency of the world? Is this the beginning of a new banking crisis?...
by David Guttery | Apr 26, 2023 | Articles
At a high level you could certainly say that inflation is moving in the right direction. Right now, I believe that markets remain reticent to have faith that the Federal Reserve will not deliver another shock with regard to monetary policy though and this is adding to...
by David Guttery | Nov 10, 2021 | Articles
For anyone who has not worked with a Financial Advisor, this question has likely crossed their mind at least once. According to Statista,* 65% of Americans in 2020 indicated that they do not work with a Financial Advisor. Given how events unfolded last year, if there...
by David Guttery | Sep 24, 2021 | Articles
Updated October 1st, 2021 I believe that we are at a point of inflection where risks of various types are weighing on the market as we remain relatively near all-time record high levels. What Are the Main Areas of Risk for the Financial Markets? Broadly, I would...
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