Financial News or Financial Entertainment? There is a big difference.

October 5, 2017 2:40 pm

Last week famed investor Jim Rogers received a ton of press around his latest call that “The Worst Financial Crash You Have Ever Seen Is Coming”!!! I’m loathe to give him any more attention, but I do believe in full transparency so here’s the link if you’re so inclined: https://www.thestreet.com/story/14322684/1/stock-market-crash.html News? More like entertainment. Over […]

Stock Play Accounts are Meant to be Fun

July 5, 2017 11:18 am

There is still a bit of the 1990’s stock enthusiast in many investors. I see it in our clients who have unmanaged accounts (accounts we don’t advise on), that I sometimes call “play accounts.” These are often small trading accounts that originated when someone heard a stock tip compelling or when they wanted to own […]

Surprise Risk

May 8, 2017 12:08 pm

When I am combing through our investment research I always look for defined market risks. I don’t want to miss anything. After all, risk matters a lot to our clients no matter what stage of life they are in. When I see risks that are familiar to me, I have two reactions. The first is […]

Don’t Forget Those Bonds!

March 7, 2017 10:44 am

It is easy to ignore bonds. Bonds don’t generate the same flashy headlines as stocks, (“DOW 21,000!!!”). Bonds also don’t swoon or shoot up the way stocks do. When was the last time you heard investors talk in near panic terms about a bond market “crash?” or coo about “new highs?” In spite of their […]

Financial Planning for Blended Families

February 21, 2017 10:13 am

blend·ed fam·i·ly noun NORTH AMERICA a family consisting of a couple and their children from this and all previous relationships.   The joining of two families can be an exciting time but also a time when you will be faced with many financial decisions.  There are many aspects of life to plan for, from living […]

Month One, 2017

February 6, 2017 10:39 am

It was so clear, right? Trifecta. We were headed for tax reform, infrastructure spending and deregulation. The economy was about to take off, replete with a rising dollar and budding inflation. At least that was the popular story at the beginning of the year. Not so fast. Nothing is as easy as it seems. Distraction […]

Get the Checklist: Organizing Your Finances for the New Year

January 12, 2017 3:27 pm

New year, new budget! The holidays are over, 2017 has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your 2017 plans. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth view at your overall financial […]

2017 US Equity Market Outlook

January 3, 2017 11:28 am

Investors are forever hopeful (why else would we invest?). And the start of a new year often brings outsized optimism.  2017 feels particularly bullish for the equity markets, however, with both investors and businesses cheering. I feel the same hopefulness, but I am reminded that 2016 was humbling in many ways. 2016 did not go […]