Blog Topic: Asset Allocation

05.19.22
Kyle Thompson, CFP®, CPA

As promised earlier this week, we wanted to share our upcoming portfolio adjustments which we will begin to implement tomorrow. These adjustments a...

03.14.22
Kyle Thompson, CFP®, CPA

“In many ways, the stock market is like the weather in that if you don’t like the current conditions all you have to do is wait a while” – Louis S...

10.20.17
Kyle Thompson, CFP®, CPA

The Dow rolled past 23,000 last week for the first time in history, creating yet another milestone for a bull market that just keeps going… and goi...

04.10.17
Kyle Thompson, CFP®, CPA

Investing in your future should be pretty simple, right? You identify your goals, create a portfolio designed to help you meet those goals, and fol...