Tax Efficiency and Investment Gains: Unraveling the Stocks vs. Bonds Debate Key takeaways: Equity Risk Premium: The equity risk premium, ranging from 3.5% to 5.5%, represents the extra return expected from stocks due to their risk compared to safer investments. When combined with the 5% return from Treasury Bills, it suggests stocks may provide around … Read more
Many of you may not be aware that we made a few upgrades around the office this past year. Specifically, we added more meeting rooms, offices and a full-sized lobby which more than doubled our existing space. Our team has grown over the past few years and we are working with more clients so the … Read more
Early December marked the 20th anniversary of the largest bankruptcy in US history, Enron. If you turned on the evening news during that event, you saw images of employees leaving the company’s Houston headquarters for the last time, carrying boxes of personal items out the front door. Many of these employees not only lost a … Read more
“The real key to making money in stocks is to not get scared out of them.” – Peter Lynch We certainly live in interesting times. The Coronavirus outbreak is causing a global panic attack resulting in a tremendous amount of volatility in the stock market. The S&P 500 has declined by 20% since hitting an … Read more
