No Free Lunch, No Free Investing

“There ain’t no such thing as a free lunch,” my Grandpa once told me. The adage suggesting you can’t get something for nothing seems to have bitten millions of unwitting investors who used a popular trading platform. This summer, my 19-year-old son...

Restaurant Woes

Nobody has suffered more economically during the pandemic than restaurant owners, whose establishments have been operating at 25% capacity with outdoor dining and takeout, and now are facing bans on outdoor dining in many parts of the country. An estimated 110,000...

Investment Decisions And Political Passion

“How will the outcome of the U.S. election impact retirement planning, and what actions are you taking now?” Financial Planning Magazine asked 320 financial advisors this question. Nine out of 10 believed the election would have a lasting negative impact...

2020 Year-End Investment Market Report

2020 Year-End Investment Market Report *This report is available in video format on your Orion portal.* It would be hard to imagine a stranger year in the U.S. investment markets than the one just passed, or a year that did a better job of defying logic.  After the...

More Highlights of the New Relief Package

The U.S. Congress recently passed, and the President signed, the 5,593 page Consolidated Appropriations Act of 2021—and experts are still mulling over what the impact will be on ordinary citizens. There are stimulus checks, tax planning relief provisions and a break...