The Evidence-Based Approach to Investing: Factors You Can Count On
Research identifies “factors” or “characteristics” of securities that produce higher expected returns. With the advent of more robust...
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Jeff Bernier
Apr 23, 20231 min read
Trusting Your Gut: 5 Questions to Ask When Choosing a Financial Advisor
No matter how perfect an advisor’s background, skills, and ethics may be, it’s important to trust your gut when it comes to your personal...
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Jeff Bernier
Mar 14, 20232 min read
What are the challenges that everyday heroes like you are facing as you transition to retirement?
Markets aren’t cheap / returns could be lower. Stocks that may have earned high returns in the past have no guarantee that they will...
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Jeff Bernier
Jan 10, 20234 min read
Three Lessons for New Year Goal Planning
If you visited the gym this week, you may have noticed larger crowds than normal. Yes, it’s new year’s resolution season! The turning of...
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