Grow: RISK!

Grow: RISK! By: Ian Maddox, CRPS® 2017 proved to be an outstanding year in the stock market, almost completely void of volatility.  2018, on the other hand, has delivered a series of ups and downs, and as of today, the major indexes have made little progress. Broad market volatility and interest rate movements have kept stocks and […]

Grow: The College Conundrum

Grow: The College Conundrum By: Ian Maddox, CRPS® By the beginning of a student’s junior year of high school parents and kids (typically an emphasis on the parent part of the equation) become hyper focused on the next steps.  College entrance exams, career preparedness, school selection and ultimately how it all gets paid for are top of […]

Grow: Tackle the Debt

By: Richard Hitchcock, CFP® (This article is mainly addressed to those in the middle years of their life. What we call the GROW phase.) It’s not uncommon for people in their middle age years to still have debt carried over from college and from their early years of beginning a family. Priorities of life left […]

A Smooth Blend Of Active & Passive Investing

By:  Ian Maddox, CRPS™

When it comes to investing, there are countless strategies.  Some of these strategies come with fancy names like Arbitrage, Absolute Return, Market Neutral, Active, Passive—the list goes on.  Investment professionals and academics often argue the advantage of one approach over another.  A particularly heated debate, between two broad strategies, has run for the better part of thirty years: active management versus passive management.  Some of our readers might be familiar with this “investment lingo.”  However, for the benefit of our entire audience, let’s establish a few definitions. Read more