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03/25/19

A client recently asked me how I felt about a top 10 mutual fund list, which shows the top performing mutual funds from a 1, 3, 5 or 10-year periods.

03/07/19

2018 Year End Review and Forward Outlook After all the ups and downs of 2018, the US Stock market, as represented by the Wilshire 5000 index, ended the year down

01/08/19

The end of 2018 has not been pleasant for investors. Fears of weakening global economy, trade issues and rising rates have lead stock markets around the world to nosedive. The

11/20/18

Earlier this year, we started working with a new outside strategic advisor, Josh Rochon. Josh works as an Advisor for Fourth Dimension Financial in Perrysburg, OH and utilizes Evergreen Wealth

11/19/18

Let me apologize for the delay in this quarterly update. With the elections, interest rate and trade announcements that were coming, I decided to drag my feet and release a

11/02/18

When times of uncertainty enter the market it is vital to remember that the fundamental value of a stock is based on future cash flow…that is profit, discounted to present

10/12/18

And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf.

10/11/18

Management Update on Volatility (10-11-2018) Looks like markets are taking a much needed breather. Yesterday (October 11th), the S&P 500 dropped – 3.29%. From September 20th to October 11th the

10/04/18

One of the key questions we ask clients before investing is, “how will you measure success”? The answer to this question helps create a powerful decision-making map and review process