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Ben Graham Analysis of the Dow 30

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December 31, 2022 Industry: Diversified Tracking ETF: SPDR Dow Jones Industrial ETF (DIA) Index Overview: The Dow Jones Industrial Average is a 30-stock, price-weighted index that measures the performance of some of the largest U.S. companies. The index provides suitable sector representation with the exception of the transportation industry group and utilities sector, which are…
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HAPPY MLK DAY!

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In observance of Martin Luther King Day, our office will be closed on Monday, January 16th, 2023. We will resume normal business hours on Tuesday, January 17th, 2023.
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EPISODE 7 – YEAR-END FINANCIAL PLANNING

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Today’s podcast about retirement plans features Donna Rasile, FinTrust’s Senior Vice President, Investment Advisor, with MK Cassidy, also with FinTrust Capital Advisors. Today we’re going to talk about important financial planning items for year end and we’ll hopefully give you a few things to think about adding to your to-do list to ensure your financial affairs are in order as we head into 2023.

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WEALTH MANAGEMENT QUARTERLY

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Thank You For Being Late Fourth Quarter 2022 Q: Allen, why title this WMQ “Thank You For Being Late?” I decided to borrow this Wealth Management Quarterly title from Thomas Friedman’s book, Thank You For Being Late: An Optimist’s Guide to Thriving in the Age of Accelerations. Friedman’s “field guide to the 21st century” addresses…
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