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Will the Good Times Keep Rolling? A Look Back to 2017

Fourth quarter 2017 added strong gains with the Wilshire 5000 Stock Index growing 5.88% while the Barclays Aggregate Bond Index added a steady 0.50%. This moved stock returns up 18.97%

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Are You Settling, and What Is It Costing You?

Since the stock market has made back some lost ground and seems to be a bit more stable than it has been, I’d like to address a topic that is

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When Good News is Bad – The Market Finally Corrects

What a difference a couple weeks can make. From a full year of smooth sailing without so much as a wave, to what may feel like a full on storm

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What does the Tax Cut mean for the Stock Market?

What does the tax cut mean for the Stock market? Many people are wondering what the tax cut means for the US Stock market. We thought it might be helpful

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Tax Reform: How Will You Be Affected?

On December 22, 2017, President Trump signed a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. The centerpiece of the legislation is a permanent

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Emotional Tweets: A Cautionary Tale For Investors

Regardless of one’s political leanings, there seems to be a consensus among those that I talk with; frequent Tweets often do more harm than good. Let’s not single out Twitter,

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Manager Interview – Part 2

We decided to put together a series of the hard-hitting questions that investment managers are being asked today. Last month we published Manager Interview – Part 1. This article finishes

Featured image for “Manager Interview – Part 1”

Manager Interview – Part 1

We decided to put together a series of the hard-hitting questions that investment managers are being asked today. We asked our research team and internal advisors to hit us with

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Learning Something New; Why Financial Language is so Hard to Understand

A big part of what we do is educating people about the financial and investment landscape. Those who are able to speak with a high level of financial knowledge or