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Steve Latham, CFA, CFP® | Chief Investment Officer

The Challenges Tech Stocks are Facing

Tech stocks, especially the “super cap” tech stocks like Microsoft, Apple, and Alphabet, have held the limelight of the market for the better part of

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Ty Bernicke, CFP® | President & CEO

How To Avoid Large Investment Losses

in the past 24 years that I have been in the investment business, the biggest losses that I have seen investors make have been fueled by passionate opinions based on political beliefs. I believe this occurs because of bias. There are a few types of bias that lead to investment mistakes with investing.

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