10/12/18The 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.Read More
10/11/18Update 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 theRead More
10/04/18How 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 processRead More
08/29/18An 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.Read More
08/24/18Is 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 orRead More
08/01/18Q2 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 marketRead More
06/22/18Independence 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 13Read More
06/12/18Why Markets Must Go Up… Long Term Ever asked the question WHY markets must go up? Have you ever thought the possibility exist for markets to crumble to 0 if the right conditions come about? As long-termRead More
04/03/18Impact of a Shrinking Population How the Birth Rate affects economic growth At my families Thanksgiving dinner I was having a conversation about reading old books with my uncle, who recently received from an estateRead More