Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Woman standing in front of tech screen

Every picture tells a story

Jul 03, 2020 |Will Hardee

Everyone has an opinion regarding the COVID-19 crisis; while they may all mean well, no one knows when this will end. They only thing that is true in every crisis I’ve been through (19 in 42 years), human nature does not change. You can measure fear.

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Business Meeting

Villains or heroes: the new biotech revolution

Apr 30, 2020 |Will Hardee

The Coronavirus is changing how biotechs will be valued in the future. New technological innovations and a faster FDA approval process will contribute to future growth for these companies.

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Woman-Hong Kong - Finance

Coronavirus Hangover - Part 2

Mar 13, 2020 |Will Hardee

Market volatility is normal and to be expected. It is painful sometimes, but there are abundant opportunities if you are patient and stick to your strategy.

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Advisor Meeting

Coronavirus Hangover

Mar 07, 2020 |Heather Hardee

Market volatility is rampant. Coronavirus fears are equally so. Corrections in the market are inevitable. Here’s what we’re doing to prepare.

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Couple meeting with their financial advisor

Stick to a strategy

Jan 24, 2020 |Heather Hardee

Learning to recognize and control your emotions can help you stick to an overall investment strategy

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Female hands taking notes on investment chart

Easy to say; hard to do

Jan 14, 2020 |Heather Hardee

Timing the market is nearly impossible. Tranche investing may be a suitable approach.

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