Kevin Greenard

Kevin Greenard One of the best parts of being a Portfolio Manager is building and maintaining a trust relationship with our clients.

Have accounts at different institutions scattered across the city? Maybe it's time to think about consolidating.

Here are the Top 10 words of wisdom that we have absorbed from client discussions over the years .

Leading right up to election day, the polls will try to predict who will be victorious. Regardless of who is elected U.S. president, our prediction is that the stock market will keep chugging along, with periods of volatility, and positive performance over time.

World events impacting investor sentiment occur every year, but financial markets have always found a way to survive.

For investors with fixed incomes, fluctuations in interest rates have a material impact.

Short-term emotional thinking can cloud long-term investment decisions.

Investors who are able to manage stock market volatility will have greater success then those who do not. Here are some insights on the ups and downs.

Greater transparency is not necessarily a good thing — unless investors can accept the stock markets for what they are: unpredictable and volatile.

Kevin Greenard The variability of investment returns can have a material impact in the early years of investing.