Blog Tag: Investments

3rd Quarter Market Update

The 3rd quarter has come to an end with no shortage of things for us to talk about (lucky you). All kidding aside, there have been new developments in the markets, new legislation that will affect most investors and in September we celebrated the 10-year anniversary of some events we would probably all like to […]

Written by on October 11, 2018

What We’re Reading Oct 2018

People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month.  There are no priorities or level of importance indicated by having the articles on this list.  It is more about some items we have found […]

Written by on October 1, 2018

Finding The Bullet Holes

Recently, I attended an investment conference and had an opportunity to listen and learn about updates and trends in the investment world. During a specific education session, we were told a story about statistics and bombers in World War II that I think draws some parallels to today’s investors. More times than not, we can […]

Written by on September 25, 2018

What We’re Reading July 2018

People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research at least once a month.  There are no priorities or level of importance indicated by having the articles on this list.  It is more about some items we have found interesting. It is […]

Written by on July 19, 2018

Learn How to Freeze Out Identity Thieves

It seems that every year we get news about another major company that was involved in a data breach. Identity thieves seem to be intent on stealing as many people’s personal information as possible and retirees are no exception. This stolen information is then used to apply for fake credit cards, bank accounts and other […]

Written by on June 8, 2018

What We’re Reading Apr 2018

People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research at least once a month.  There are no priorities or level of importance indicated by having the articles on this list.  It is more about some items we have found interesting. It is […]

Written by on April 18, 2018

Q1 2018 Market Brief

First Quarter Market Brief Below – Full Market Update and Outlook Available to Clients  The first quarter has been a change from the market we grew accustomed to in 2016 and 2017. Notably the market has been slightly negative as of this writing, and the journey to get to that point has been anything but smooth. […]

Written by on April 11, 2018

New Year Economic Update

2017: We can say with certainty that 2017 has been one for the books. And we mean that quite literally. We saw significant gains from almost every sector of the market and for the first time in history, the S&P 500 was positive all 12 months of the year. Couple that with the fact that statistically […]

Written by on January 25, 2018