Featured image for “Demographic Dilemma”
08/01/17

Demographic Dilemma

It’s no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow just 8% between 2015
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Featured image for “Take Time to Care”
07/27/17

Take Time to Care

In our business it is easy to overlook one of our fundamental values to clients and our team. I do it quite often and need reminded daily. We are in
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Featured image for “College costs keep going… Down?”
07/26/17

College costs keep going… Down?

Receiving a degree and gaining higher level education after high school seems to be getting more expensive. Based on 2016 dollars, the College Board illustrates the average costs of a
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Featured image for “Harvesting Dividend Income”
07/21/17

Harvesting Dividend Income

Harvesting Consistent Yields from Dividend Stocks Over the last 50 years, dividends have provided nearly half of the stock market’s returns on investment (ROI). The performance of the S&P 500
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07/20/17

Q2 2017 Market Update

Good Times Continue Happy summer to everyone! Hard to believe, but we are a mere month away from kids starting to return to school. I have heard it said before,
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Featured image for “Fed Raises Rates Again”
06/15/17

Fed Raises Rates Again

The Federal Reserve raised rates another quarter percentage point on Wednesday, June 14th. Without fail, many news outlets and media have started the conversation around monetary policy (The Federal Reserve)
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Featured image for “Independence Day – What does freedom mean?”
06/15/17

Independence Day – What does freedom mean?

As a citizen of the United States of America, we celebrate Independence Day on July 4th. We celebrate this holiday to remember the signing of the Declaration of Independence in
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Featured image for “What Robo-Advisors Recommend: An Answer on the Efficient Frontier”
06/09/17

What Robo-Advisors Recommend: An Answer on the Efficient Frontier

What Robo-Advisors Recommend: An Answer on the Efficient Frontier Within the last 5 years we have seen a new breed of investment advisors that have been gaining traction. They are
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Featured image for “Lessons from my Career”
06/08/17

Lessons from my Career

There are certain investing fundamentals that will never go away and no matter the environment we find ourselves, these fundamentals will always shine through. It has been a bit of
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