Blog

Sunday, September 29, 2019

Alessandra Malito wrote a great article for MarketWatch this week. Is your financial advisor working with you exclusively as a "Fiduciary"? If you're not sure... ask. If they aren't... ask why not? https://www.marketwatch...

 

Wednesday, September 25, 2019

We were pleased to host James Farrell, CIMC, last night at our Capital Grille reception / Q3 Economic Update. As Managing Director at MacKay Shields, James had interesting and timely insight regarding today’s economic environment...

 

Wednesday, September 11, 2019

We were pleased to host Lauren Goodwin, CFA, last night at our Cornell Club reception / Q3 Economic Update. As an economist at New York Life, Lauren had interesting and timely insight regarding today’s economic environment. We...

 

Wednesday, September 4, 2019

It's been a pleasure serving on the Board of Directors for the Financial Planning Association these past couple of years. I feel privileged to Chair their Pro Bono Committee and help put on literacy programs for folks that may not...

 

Sunday, August 18, 2019

I recently shared some thoughts with USA Today regarding last week's market gyrations. Below is link to the full article: Click here for full article

 

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Monday, August 5, 2019

In honor of The Stones playing tonight at the Meadowlands and in light of today's 700 point drop in the Dow... I wanted to share one of my all time favorite articles about how important "Time Horizon" is with regard to proper financial...

 

Tuesday, July 16, 2019

We are excited to announce the newest addition to the Sovereign team: P. Randolph (“Randy”) Hill -- far right in this picture from our recent Jeremy Siegel event in NYC. Randy will be opening our Yardley, PA office about 30...

 

Wednesday, May 29, 2019

We don't believe in "market timing". In fact, one of our favorite quotes regarding how investors should weather difficult stock markets is credited to the late, great Sir Jack Bogel -- Founder of The Vanguard Funds. When asked what an...

 

Tuesday, May 28, 2019

We had the pleasure of hosting Prof. Siegel a few weeks ago at one of our Guest Speaker events. At that time, we were impressed with how he explained market moves and investor psychology. We remain impressed and also remain in...

 

Thursday, May 9, 2019

We were thrilled to host Prof. Jeremy Siegel last night at the Cornell Club! As expected, he was a wonderful guest speaker and delivered a thoughtful and engaging presentation. Professor Siegel also took the time to field a number of...