…[3] BLS.gov, November 10, 2022 [4] SectorSPDR.com, December 31, 202 [5] WSJ.com, December 14, 2022 [6] Finance.Yahoo.com, January 2, 2023 [7] Finance.Yahoo.com, January 2, 2023 [8] Finance.Yahoo.com, January 2, 2023…
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Search Results for: Finance Management Made Easy
Alex Beale
Alex is a Financial Advisor with Patriot, where he builds lasting relationships assisting clients in all areas of their financial lives including investment management & financial planning. Alex enjoys the…
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2019 Market Review
…MSCI World Small Cap -12.2% 26.8% Source: Bloomberg Barclays, FTSE, MSCI, Refinitiv Datastream, J.P. Morgan Asset Management. All indices are total return in US dollars. Data as of December 31,…
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Do You Have FOMO When it Comes to Investing?
…a wise investor avoid falling prey to FOMO? That’s easy, just remember the adage: “If it sounds too good to be true, then it probably is.” To best avoid losing…
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Is it Finally Time to Adopt the 4-Day Workweek?
…died from stroke and 347,000 from heart disease as a result of having worked at least 55 hours a week. Today, the Society for Human Resource Management estimates that only…
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Don’t Procrastinate
…off making the necessary fixes. You will be glad you acted. Refinance Your Mortgage The first mistake we see has to do with a failure to refinance a mortgage at…
Read MoreCharles R. Harr
Originally from Texas, Charlie joined Patriot Investment Management in 1994 and serves as Financial Planner and Investment Manager. He earned a Bachelor of Science in Mathematics from West Texas State…
Read MoreDave Palamar
…at JPM he worked in the Investor Client Management Group. In this role he was the primary point of contact between JPM and the senior management at some of JPM’s…
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