Top Advisor/SHOOK


Top Women Wealth Advisors 2022

Gut-wrenching stock market swings are not for the faint of heart, or wallet. Luckily, a recent study by Fidelity shows that women tend to take fewer risks, are holistic in their approach to investing and practice patience. In short, it makes the case that women are better investors and savers than their male counterparts. Forbes’ sixth annual Top Women Wealth Advisors collectively manage $1.9 trillion. Our rankings were compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms.

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Mar 29, 2022

Why Did Buffett Buy Occidental Petroleum Stock?

Berkshire now owns an over 14% stake in Occidental Petroleum worth approximately $7.7 billion. This would rank it as one of Buffett’s top ten publicly-traded holdings. Higher oil prices over the long term and the benefits of U.S. production would make this investment a long-term winner.
Mar 16, 2022

Good Luck, Mr. Powell

As of Monday the NASDAQ is officially in a bear market. The Russell 2000 has been there for a month, but it also hasn't gotten any worse during that month. At this point I think most people would be happy with a sideways market.