Ted Kerr

Ted is president/CEO of an investment adviser firm registered with the Securities and Exchange Commission. He is a Certified Financial Planner professional with twenty-five years of investment experience and currently manages over $100 Million in assets for investors in 23 states. He has made it his life’s passion to help people achieve their dreams through a more thoughtful investing approach.

Apple’s Epic Stock Price Decline: Warning or Opportunity?

A steep stock market decline such as we experienced over the final three months of 2018 generally takes no prisoners, spreading devastation unmercifully across stocks in all sectors. Considering its recent crowning as the most valuable company in the world, the stock price decline of Apple (NASDAQ: AAPL) has to be one of the most …

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Index Funds vs. Individual Stocks in a Transitioning Market

Thanks to years of quantitative easing, artificially low-interest rates and, more recently, a “Trump bump,” index funds have enjoyed a long winning streak, lulling investors into complacency while building their profile as an ideal, low-cost investment. However, the wild swings in the market this year have been unnerving for investors who hadn’t experienced such volatility …

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Turning Stock Market Lemons into Lemonade with Tax-Loss Harvesting

In 2018 stock market volatility returned with a vengeance, creating market swings the likes of which we haven’t seen in a long while. We saw the market surge to new highs on top of correction-level declines – not just once, but several times – which can be unnerving even for the most patient of investors, …

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Canadian Marijuana Stocks

Are Marijuana Stocks a Buzz Kill for Investors? It seems as though every decade or so a new investment phenomenon comes along with the power to drive investors into a frenzy. As history shows, such frenzies can lead to bubbles, and when bubbles pop, they can cause mass financial devastation. You may recall the dot.com …

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