Jason Macgregor portfolio manager, financial advisor

Four must-do’s for your 401k

Over the last several weeks, I’ve had a number of conversations with friends and colleagues about their 401k plans. I was pleased to discover that a few people were taking an active role in monitoring […]


End of World Market

Allow me to tone down the seemingly alarmist meaning of the words: “End of World Market”.  “End of World Market” refers to a style of portfolio management that treats most risks as a risk that […]