Blogs & Insights

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Closing your eyes and envisioning where you’ll retire might seem like a flight of fancy. Find out why it’s actually a constructive retirement planning exercise....

If you’re wondering whether to open the Bank of Mom and Dad to help a child buy a home, you face a difficult decision. We’ve got a pros-and-cons analysis to make it a little easier....

It’s okay that one spouse plans vacations and the other keeps track of relatives’ birthdays. But when it comes to financial matters, we’ve got several reasons why both spouses should participate....

Halfway through 2021, Alfred Lam and Marchello Holditch review what’s driving performance and their outlook for the rest of the year....

Cases of COVID-19 are declining and economies are re-opening. It won’t be long before the only thing that isn’t normal is interest rates....

Think of the inheritance you plan on leaving to your children. If you have an asset that can’t be easily divided, you’ll want to read this....

Consumers have only had to look at the gas pump or local grocery store the past few weeks to notice the increase in inflation and consumer prices....