Hao B. Dang, CFA, AIF® Hao B. Dang, CFA, AIF®

Emotions and the Markets

Keeping up with the market can be overwhelming when unexpected events unfold. Focus on the big picture, and don't allow your emotions to take the wheel.

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Hao B. Dang, CFA, AIF® Hao B. Dang, CFA, AIF®

Breaking Down the Job Headlines

What’s been happening in the job market? We break down job losses, stimulus payments, the Great Resignation, job satisfaction, work outlook, and more!

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Hao B. Dang, CFA, AIF® Hao B. Dang, CFA, AIF®

Morningstar Ratings: What You Need to Know

Financial markets are complex. Understand the limitations of having someone else do the research for you. Here's what you need to know when it comes to Morningstar Ratings.

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Hao B. Dang, CFA, AIF® Hao B. Dang, CFA, AIF®

How to Read, Digest, and Interpret Financial News

How do you keep up with financial news in the media? When it comes to investment decisions, stay away from clickbait from even reputable sources. Confirmation bias will have a negative impact on your portfolio. Seek out differing viewpoints.

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Consilio Wealth Advisors Consilio Wealth Advisors

The Concept of Excess and RSUs

By simple definition, the concept of excess is the amount of income, each year, that you can do anything with, without negative repercussions to your financial goals.

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Hao B. Dang, CFA, AIF® Hao B. Dang, CFA, AIF®

Growth vs Value Investing: Why Your Portfolio Needs Both

Value and growth investing bring their own risks, but together they make up the stock market. A well-diversified portfolio will allow you to capture upside whether that is value or growth. More importantly, your portfolio won’t suffer as much if the market favors one or the other.

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Hao B. Dang, CFA, AIF® Hao B. Dang, CFA, AIF®

Time in the Markets and Dealing with Randomness

Recent stock market volatility is being attributed to the Omicron variant and the recent uptick in interest rates. There’s a psychological need to place a story with an event, even when the event isn’t caused by the story.

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Hao B. Dang, CFA, AIF® Hao B. Dang, CFA, AIF®

Inflation and Money Under the Mattress

Yes, eroding purchasing power is a real danger to your savings and investments. Our objective is to help you sift through what is noise and what is potentially concerning. Let’s start by looking at what’s causing increased demand for goods and constricting supply chains.

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