Aug 15, 2015
social impact The power of philanthropy, nonprofits and government have been used in the past to drive social change. While these resources have made significant strides, they may not be enough to solve some of the world’s toughest problems.The ever-growing...
Jul 5, 2015
Equity markets faced substantial obstacles during the second quarter (Q2). The optimism that pervaded during Q1 – with international (non-US) markets finally “catching up” to US markets – dissipated during Q2, likely due to ongoing concerns over a Greek default and...
Jun 2, 2015
Investing in the markets can turn a rational person into an irrational one. The tug of war between fear and greed is ever present. On the greed side of the equation, the investment community has coined the term FOMO (Fear of Missing Out) – fear of missing out on a...
May 6, 2015
Regardless of the product under consideration, I think it is usually a good idea to educate yourself about how your money is being invested – hence my first Core Tenet, Be InformedI am frequently asked if annuities are a good retirement planning tool. Of...
Apr 7, 2015
The U.S. stock markets have been trading in fairly narrow range since year-end with the S&P 500 Index ranging between approximately 2000 and 2100. Most economic data has been positive, with unemployment continuing to decline – the rate stood at 5.5% as of the last...
Mar 4, 2015
For those of you who know me well, I tend to beat the consumer advocacy drum pretty consistently – And I named my company Alexis, which is Greek for helper, defender, and advocate, in an effort to reinforce this point. We encourage all investors to ask the...
