by Irfan Chaudhry | Nov 12, 2019 | Blog
Editor: Irfan Chaudhry Contributors: Shafaq Kazi & Aliredha Walji The Fed has cut interest rates three times this year due to weak economic data. These changes in interest rates affect the entire US economy....
by Nadeem Mian | Oct 15, 2019 | Blog
The Chartered Financial Analyst (CFA) designation is often considered the highest distinction in the investment management profession. Consisting of 3 levels of exams, each one being a 6-hour exam that is held on one designated day in June set by the CFA Institute...
by Irfan Chaudhry | Aug 26, 2019 | Blog
The current bull market, at more than ten years, has surpassed the average length of a bull cycle. Global economic activity and profits are declining, and some leading indicators of economic activity have been flashing red and yellow. Investors are concerned about the...
by Nadeem Mian | Aug 12, 2019 | Blog
Whether you are a new investor or have had a well-tested seasoned portfolio for many years, your financial advisor has probably used the “D” word about a millions of times. Diversification (also known as “not putting all of your eggs in one basket”) is the...
by Aliredha Walji | Jul 8, 2019 | Blog
There seems to be no end in sight to the rise in college costs. For 2018-2019, the College Board reports that the average out-of-state cost for room, board, tuition and fees at a public four-year institution came to $37,430 per year; the in-state cost was $21,370. The...
by Shafaq Kazi | Jun 11, 2019 | Blog
If you’re switching jobs or are about to retire, congratulations on this exciting life change! You probably have a number of loose ends to tie up, but there is one decision you should keep at the top of your to-do list: if you invested in your former employer’s...
