by skeethanks | Sep 17, 2020 | Blog, Uncategorized
By: Andrew B. Noto, Chief Executive OfficerEarlier this month marked one year since Planning Associates Wealth Management, LLC became a registered investment advisory firm with the Securities and Exchange Commission (SEC). Though the milestone came with no fanfare,...
by skeethanks | Jun 13, 2020 | Blog
By: Ralph C. Freibert III, Investment Advisor RepresentativeIf there is one thing I have learned in my 30-plus years as a student and professional in investment management it is “investment returns are random”. Many interpret that statement the following way. ...
by skeethanks | May 26, 2020 | Blog
By: Ralph C. Freibert III, Chief Investment Officer When people ask, “How did the market do today? They are typically referring to the Dow Jones Industrial Average (The Dow), which is the oldest and most quoted index. But, did you know there is a Dow Jones...
by skeethanks | May 7, 2020 | Blog
By: Andrew B. Noto, Investment Advisor RepresentativeAs an advisor, it is sometimes a difficult to explain to a client why their assets are not keeping up with the popular, broad-based market indices such as the S&P 500 or the Dow Jones Industrial Average. The...
by skeethanks | May 1, 2020 | Blog
By: Ralph C. Freibert III, Chief Investment OfficerHaving worked directly with clients as well as directing the careers of hundreds of advisors during my own career, I have noticed a significant misunderstanding of the difference between investment markets and the...
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