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Category: Blog

[Video] Fourth Quarter State of the Markets

In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, discuss third quarter asset class returns, how inflation is impacting the market, and their overall

History of Stocks Trading at 10x Sales

Excerpt from GMO Quarterly Letter 2Q 2021: Dispelling Myths in the Value vs. Growth Debate While there is no particular magic about 10x sales being the unique true sign of

It’s a Good Time to Be a Borrower

By Joseph Zappia, CIMA, CCO/Co-CIO Sometimes investors overlook the most obvious things. Obvious things can still matter. Looked at from many perspectives, this is an unusually good time to borrow

[Video] Third Quarter State of the Markets

In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, discuss second quarter asset class returns, the economic recovery and GDP growth projections, whether inflation

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