What a year it’s been! A crazy stock market. An election. A pandemic.I have to commend you all for hanging in there with your investment strategy through the course of the year. Your patience has been rewarded. The stock market as measured by S&P 500 Index* sits higher than when the year began. With less […]
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For this post, I’m featuring an interview with Larry Bakerjian, whom all of you know as the founder of Asset Strategies. Larry’s career as a financial planner spanned more than 40 years. I’m asked so often how Larry and Roxane are doing I thought it would be fun to have him tell us himself. Adam […]
Much has been made of the slowing global economy. I’ll comment on this, since I know several of you are concerned about the possibility of a recession. At the outset, just know that what we see happening thus far is part of a normal economic cycle. “Google it” There has been so much concern over […]
September 19th was a big day for me. It was the three-year anniversary of my buying Larry Bakerjian’s wealth management business. Not coincidentally, the 19th also marked the 21st anniversary of having fulfilled my Marine Corps duties and being honorably discharged. I mentioned having both anniversaries on the same day was not a coincidence. When […]