Market Updates

10/10/17

Q3 Market Update Third quarter continued the years steady march upwards with low volatility and consistent gains. The Wilshire 5000 Stock Index added 4.44% while the Barclays Aggregate Bond Index

10/06/17

Lets Get Real on Alternative Investments Not a day goes by where I do not receive some marketing pitch about adding alternatives into my portfolio mix. The pitch goes something

09/06/17

The question on everyone’s mind: When will the stock market rally end? Since March of 2009, the stock market (‘The Dow’) has experienced a nice recovery and expansion from a

08/01/17

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

07/21/17

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

07/20/17

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,

06/15/17

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)

06/08/17

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

05/23/17

“Too Big to Fail” was a term we heard countless times in the aftermath of the 2008 market collapse. But what does it really mean and what lessons should we