THE WEEK IN REVIEW: Aug 22 – 28

Big spending plans rammed through as Afghanistan unravels and gets deadly The past few weeks have been rough on the public, specifically veterans, as we watched a deadly withdrawal from Afghanistan. As the country was transfixed by events overseas, House Speaker Nancy Pelosi recalled members of Congress from the summer break to vote on the…

Read More

The Wealth Report: Are You Sure Your Assets Are Diversified

ARE YOU SURE YOUR ASSETS ARE DIVERSIFIED? Evaluate your diversification strategy across all of your investment accounts to ensure that many of your holdings do not overlap — which may negate the benefits of diversifying. Overview The theory of diversification is that by spreading out invested assets among a wide variety of holdings, an investor…

Read More