Newsletter Signup

Quarterly Market Review First Quarter 2018

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

A mistake many...
Read more...

Quarterly Market Review Fourth Quarter 2017

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.

Cryptocurrencies such as bitcoin...
Read more...

Changes to Social Security for 2018

The Social Security Administration (SSA) has announced the cost-of-living adjustment (COLA) for 2018 will be 2%, the biggest increase since 2012. The adjustment is based on the increase in the Consumer Price Index (CPI) from the third quarter of 2016 through the third quarter of 2017.

The SSA...
Read more...

Quarterly Market Review Third Quarter 2017

Quit Monkeying Around!

In the world of investment management, there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by...
Read more...

Quarterly Market Review Second Quarter 2017

When Rates Go Up, Do Stocks Go Down?

Should stock investors worry about changes in interest rates? 

Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable.1  It follows that an investment strategy based upon attempting to exploit...
Read more...

Quarterly Market Review First Quarter 2017

Investment Shock Absorbers

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions.

You can drive a car with a broken...
Read more...

Quarterly Market Review Fourth Quarter 2016

The Power of Markets

In 1958, economist Leonard Read published an essay entitled
“I, Pencil: My Family Tree as Told to Leonard E. Read.”

The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and bring to market the common...
Read more...

Phishing & Cyber Threat Awareness

With an increasingly digitalized world comes an unfortunate increase in scams and cyber theft.  We have recently become aware of several cyber security issues facing our clients that we would like to bring to your attention.  Below are several common cyber and technology scams we urge you...
Read more...

Quarterly Market Review Third Quarter 2016

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market.

As we explain...
Read more...

Quarterly Market Review Second Quarter 2016

According to the advance GDP estimate released by the Bureau of Economic Analysis (BEA) on April 28, annualized real US GDP growth was 0.5% in the first quarter of 2016—below the historical average of 3.2%.1 This might prompt some investors to ask whether below-average quarterly GDP growth has...
Read more...

Share this page