May 5, 2015
Individual investors tend to think of bonds as the conservative part of their portfolio, but now we’re in an environment where bonds may present increased risks. The Federal Reserve began tapering its economic stimulus program in January, with market strategists...
Apr 15, 2015
Money mindfulness is an easy concept to grasp, but tough to put into action. It takes real courage to scratch below the surface to understand your money behaviors and attitudes – where they came from, and how to adjust them. Understanding your “money...
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...
Feb 2, 2015
Even if you haven’t read his novel, The Little Prince, you have likely heard of Antoine de Saint-Exupery. But, you may not know that he became a laureate of several of France’s highest literary awards, and also won the National Book Award. Given all these...
Jan 5, 2015
Bull markets don’t always – or should I say, rarely – age gracefully. This bull market that started in March of 2009 (interrupted by a violent, but brief bear market in 2011), may be entering its golden years. However, it would likely be a mistake to view an aging...
