Daniel Sullivan, Advisor & VPAug 12, 20215 min readInvesting 101: ETFsExchange-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...
Daniel Sullivan, Advisor & VPAug 5, 20213 min readInvesting 101: Concentrated PositionsOkay, you’ve come into a situation where one of your positions way outweighs the others. Maybe it did spectacularly well the last couple...
Daniel Sullivan, Advisor & VPMar 4, 20212 min readInvesting 101: Becoming a Better InvestorThe 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...