Volatility is normal, so buckle in for the long term, says Melissa Sotudeh.

Did you know investors can optimize their tax situation year-round?

Focus and discipline in achieving goals are two of the key traits we often see in our clients, notes Melissa Sotudeh, CFP®.

Melissa Sotudeh, CFP, shares how meeting Carla LaFleur, now our Communications and PR Coordinator, has helped the firm.

In a world of FOMO, traditional investment risks aren't the only ones you need to be aware of. Portfolio Manager Kirsty Peev explains.

Corrections, predictions, and indexing, oh my! Listen to an interview with Ted and Kirsty on the Stratosphere Investing podcast.