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Q3 2018 Market Update

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

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What Would a “Blue Wave” Election Mean for Investments?

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

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The Market Seems Angry; How Are You Feeling?

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.

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Update on Volatility

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

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How Do You Measure Success

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

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An Affordable Insurance Solution

Most of our clients who have life insurance typically have some form of term life insurance. We generally find term life helps execute most financial plans at the lowest cost.

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Is the Tide about to Change? – Value Stocks vs. Growth Stocks

Only when the tide goes out do you discover who’s been swimming naked – Warren Buffet A classic stock investing debate has always existed between favoring more Growth-oriented companies or

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Q2 2018 Market Update

Equity Markets rebounded in the second quarter, propelled by economic (GDP) growth of 4.1% Companies continued a strong run of solid earnings The valuation bar and expectations for the market

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Independence Day – The BLACK ROBE REGIMENT

As a citizen of the United States of America, we celebrate Independence Day to remember the adoption of the Declaration of Independence on July 4th, 1776, which declared the 13