by blueuser | Oct 9, 2020 | blog
This is the 10th presidential election of my adult life and the 5th election during my career. A byproduct of studying history and being a Financial Advisor has led me to be a consumer of political news. I tell myself it is “for work” but I must enjoy it on some...
by blueuser | May 8, 2020 | blog
My aunt recently sent me some pictures from one of my visits to Ohio, where my family is from originally. For the first time in decades, I was in possession of some pictures of my grandfather and some of my extended family and it brought back a lot of fond...
by blueuser | Nov 27, 2019 | blog
It’s so easy to get distracted. There is always something vying for my attention. I know you feel the same, especially this time of year. If there is one refrain I hear, and I catch myself saying it too, it’s “We’re so busy.” And it’s true – we are. There is a demand...
by cambridgesourcesites | Aug 20, 2019 | blog
The past month has been a roller coaster for sure! Any time we see large headline numbers, especially ones that are negative, it is bound to spark questions and concerns. Most recently, you may have heard the term “Inverted Yield Curve.” Very simply it means that...
by cambridgesourcesites | May 8, 2019 | blog
Three Years!!! May 9th is Blue Dot Wealth Management’s Three Year Anniversary and it is my 22nd year in the Financial Planning industry. I am sure that many of you will identify with the following sentiment: I don’t know where the time has gone. It feels like an...
by cambridgesourcesites | Dec 20, 2018 | blog
You would have to be on a deserted island not to have noticed the increased market volatility since mid-October. While some of us might have enjoyed a tropical vacation, many more of us have been working away and have occasionally been pulled into the news. There is...
