Jason Macgregor portfolio manager, financial advisor
Archives

Anchor’s Away

Buy low, sell high.   Diversify.   Let your winners run.   Sell your losers quickly.   These are the simple axioms of investing. And yet, they’re some of the hardest principles for experienced and […]

Jason Macgregor portfolio manager, financial advisor
Archives

Business owner 401(k) check-up time

End-of-year is always a busy time for business owners. While there are lots of items, initiatives and, no doubt, people competing for your time and attention, there is one item that simply can’t be ignored […]