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Daniel Sullivan, Advisor & VP
Aug 12, 20215 min read
Investing 101: ETFs
Exchange-traded funds. ETFs. Even if you don’t know all there is to know about ETFs already you’ve almost certainly heard the term. Let’s...
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Daniel Sullivan, Advisor & VP
Aug 5, 20213 min read
Investing 101: Concentrated Positions
Okay, you’ve come into a situation where one of your positions way outweighs the others. Maybe it did spectacularly well the last couple...
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Daniel Sullivan, Advisor & VP
Mar 4, 20212 min read
Investing 101: Becoming a Better Investor
The most common commitment I’ve heard from my clients over the years is, “I’ll do something with this spare cash by the end of the...
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