Broker Check

Most Recent Documents

4th Quarter Client Letter

4th Quarter Client Letter

As we enter a new year with new opportunities and potential challenges, it is always a good idea to reflect on the past. 2021 was indeed an interesting year. If 2020 was the year of the pandemic, 2021 was the year of recovery and change.

DOWNLOAD HERE
The long-awaited unwinding road begins

The long-awaited unwinding road begins

The Fed has been purchasing $120 billion worth of bonds
each month driving up bond prices 2 . By buying bonds, the
Fed was supplying the market with easy money and
sending bond prices higher.

DOWNLOAD HERE
<br/><br/><br/>Will Inflation Be Permanently Temporary? <br/>




Will Inflation Be Permanently Temporary?

Download Here
<br/><br/><br/>BFP 3rd Quarter Client Letter<br/>




BFP 3rd Quarter Client Letter

Download Here
<br/><br/><br/>Fall 2021 Tax Proposals American Families Plan<br/>




Fall 2021 Tax Proposals American Families Plan

Download Here
<br/><br/><br/>Fall 2021 Tax Proposals Client Letter&#160;<br/>




Fall 2021 Tax Proposals Client Letter 

Download Here
<br/><br/><br/>What is Cryptocurrency?<br/>




What is Cryptocurrency?

A Guide to Understanding Digital Currency.

Download Here
<br/><br/><br/>Is there a bubble in the real estate market?<br/>




Is there a bubble in the real estate market?

If you know anyone who is in the market for a home, then you have likely heard anecdotes on how they were outbid multiple times with offers higher than the asking price.

Download Here
<br/><br/><br/>Understanding the meme stock mania




Understanding the meme stock mania

The term meme originates from the Greek term mimema, meaning ‘imitated’. In current times, a meme stock is one that has become popular with retail investors and has gone “viral” on social media platforms,

Learn more
Sequence of Returns

Sequence of Returns

When we start investing, we tend to second-guess our timing. 

Download
Market Volatility and Reactions

Market Volatility and Reactions

It pays to stay invested through market ups and downs

Download
2021 Strategic Outlook

2021 Strategic Outlook

A five-year returns forecast for major asset classes - updated twice a year to help you set strategic portfolio allocation

Download
Monthly Market Snapshot - February

Monthly Market Snapshot - February

Major market and financial institution news for the month of February, 2021. 

Download

More Bussa Financial Documents

<p>4 Steps to Protecting a Child with Disabilities</p>

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Learn More
<p>5 Benefits of Working in Retirement</p>

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
Learn More