Quarterly Market Review Q4 2017

Happy New Year! With 2017 in the rearview mirror, we’re pleased to reflect on – and share with you – a newly released 2017 Market Review. Download PDF ​ Overall, the view is quite pleasant for most global and domestic returns alike, even though few financial forecasters were predicting this sort of slam dunk at the […]

Continue reading

We’re Talking Turkey

What makes you happy? As we wish you and yours a Happy Thanksgiving, we’d like to take a moment to reflect on this timeless question. You probably already realize that piles of possessions by themselves aren’t enough. But it may be less clear what does generate enduring happiness and how we, as your financial advsior, might […]

Continue reading

Investing in the Age of Disruption

Eastman Kodak was one of the worlds most admired companies in 1996. Although Kodak invented the digital camera, their market dominance in film blinded them to the disruptive technology that they had created. By 2012 Kodak had filed for bankruptcy and in that same year, a 2-year-old digital photography company called Instagram with 13 employees sold for $1 Billion.

Continue reading

Home Equity in Retirement Planning

Today, around 30% of homes in the US are owned free and clear; 17 million of that 30% are people over age 60. In this post-era of the housing crash, home ownership has decreased to 63% from 69%. However, that news is not necessarily bad! We have greatly rebounded in real estate values and are on a more sustainable home ownership trajectory. The American Dream is alive and well!

Continue reading

Quarterly Market Review Q3 2017

If you’ve taken our past advice about ignoring the onslaught of breaking market news, you probably didn’t read Russell Investments’ recent “2017 Global Market Outlook Q4 Update.” We’re not prone to pore over these relatively unremarkable analyses ourselves, but we do scan a representative sampling of them as part of our due diligence. That’s how we […]

Continue reading

Quarterly Market Review Q2 2017

How many new ways are there for the same old market forecasters to twist a timeless truth: None of us has any idea what the markets will do next. Consider the following quote from a recent Wall Street Journal article entitled, “Global Stocks Post Strongest First Half in Years, Worrying Investors.” “The question for stock investors is […]

Continue reading
>