by Greg | Feb 12, 2020 | Newsletter
Macro Overview Amid uncertainty surrounding the spread of the coronavirus throughout China and internationally, global equity and bond markets reacted to supply chain disruptions and factory closures. China’s vast manufacturing sector, which is an essential component...
by Greg | Feb 12, 2020 | Blog
By Greg Hart, CFP® If you’ve spent any time researching financial advisors and their firms, you may have come across the term “fee-only”. You will usually find a fee-only advisor working at a Registered Investment Advisor (RIA) firm. They provide services and planning...
by Greg | Feb 7, 2020 | Blog
By Greg Hart, CFP® The countdown is on and you are finally closer to the finish line than the starting block. Your dreams of white sandy beaches, days enjoying the golf course, or more time with family are just around the corner. This may fill some of you with...
by Greg | Jan 17, 2020 | Newsletter
Macro Overview Financial markets experienced a bountiful decade for stocks and bonds, as a low rate environment fostered by the Federal Reserve and technological advances driven by innovation, catapulted values higher. The 2010 decade was the first decade to avoid a...
by Greg | Dec 17, 2019 | Blog
By Greg Hart, CFP® As we approach the year’s end, in the midst of all the holiday hustle and bustle, the last thing you want to think about is taking care of your finances. But since finance-related resolutions consistently fall in the top five most popular New Year’s...