4 Things You’ll Wish You Did Before the Bull Market Becomes a Bear Market

Well-known investor Howard Marks of Oaktree Capital has often said, “You can’t predict, but you can prepare.”  While markets are cyclical, oscillating between bull and bear markets, you can never know with certainty when the market is going to turn, how quickly it may do so, how far it might fall, or when it will [...]

What to Do With Your Emergency Reserve?

The Astute Angle tackles a question that we commonly receive in conversations with clients.  The question comes in many forms but often resembles the following:  I have an emergency reserve (or cash stored up for a future home/car/asset purchase) that I want to keep safe but I also want to make a little return on [...]

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