2019 Market Update

March 11, 2019 12:45 pm

We thought we would bring you up to date on our outlook for the markets. While December unnerved many investors, the beginning of 2019 brought renewed confidence. Since the beginning of March, however, equity markets have started to roll over. Why might this downturn be happening and where could the markets be headed? Where we […]

2019 The New Year

January 4, 2019 12:02 pm

The New Year is supposed to be a fresh start. We get to begin all over again with energetic resolutions and stalwart promises, putting last year’s disappointments behind us. Investors are all for leaving behind 2018, which was a particularly rough year. Most asset classes turned in negative performance while volatility punctuated the year at […]

Market Turbulence

October 29, 2018 12:54 pm

One factor of the October rout in the stock market has been rising interest rates.  The market has concerns that the Federal Reserve could eventually overshoot (raise interest rates too high) and stifle economic growth. While an overshoot seems unlikely until sometime in 2020, investors tend to signal their displeasure early. At this point in […]

Outlook for the Second Half of 2018

June 26, 2018 11:33 am

It shouldn’t be surprising that US stock indices were relatively flat the first half of the year. After all, 2017 brought a stellar, unexpected gift in the form of performance returns. As the year turned over, most investors were aware that stocks can only go up for so long before one of two things happen: […]

Three Things to Keep In Mind Before Deciding to Downsize

April 24, 2018 10:03 am

If you’re nearing retirement, or settling in to your new retirement routine, chances are you’ve considered downsizing. Whether you’re looking to take advantage of mortgage savings, a warmer climate, or adding a second home, downsizing can be an integral part of your desired lifestyle in retirement. Downsizing is defined as the liquidation – or selling […]

The Stock Market’s Balancing Act

March 26, 2018 11:32 am

Investing is a delicate balancing act, weighing the good news against the bad. Fortunately, for most of the last year and a half, we didn’t hear a lot of really damaging news. Unfortunately, that has changed recently and escalated this past week.  Investors usually can handle one challenge fairly effectively, but when the pace of […]

The Case for Risk Management in 2018

January 2, 2018 12:52 pm

A friend recently said to me, “Anyone could make money in 2017.” Quite true, allowing for the slight exaggeration on “anyone.” The average equity investor benefitted from significant gains in the markets; The S&P rose 19%. IXUS (iShares Core MSCI International Stock Index) gained 28%, while even the traditional US Aggregate Bond Index had a […]

Equifax: Are Monitoring, Alerts and Freezes Enough?

September 18, 2017 1:11 pm

Like most people, my credit cards have periodically been stolen, and subsequently replaced by my credit card companies. A vendor for my health insurance company was also hacked, entitling me to free Identity Theft Monitoring. I have felt lucky that any assault to my personal credit has been limited. But the Equifax breach is different. […]