Outlook 2020: The Pause Effect

January 3, 2020 9:16 am

Our 2020 Market Commentary was written before the killing of Iranian Maj. Gen. Qassim Suleimani. The military action does not change our outlook but does confirm the importance of geopolitical risk in our analysis. Financial Outlook 2020 Analysts generally agree that 2020 will be a decent year for the United States economy, with a possible […]

Planning for a Disabled Child

December 23, 2019 10:22 am

Caring for a disabled child requires planning for the near term and the future but understanding the best strategies to utilize can be challenging, as the rules and regulations are often complex and confusing. Thankfully, there are tools available to help caregivers put a plan in place to assist the disabled child financially, and, with […]

Get the Checklist: Organizing Your Finances for the New Year

December 19, 2019 9:56 am

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

The Unpredictable Nature of Investor Psychology

October 28, 2019 9:54 am

One of the standard topics at our meetings with clients is our market outlook. Recently I have noticed that clients are more attentive than usual to what we say. I attribute this to all the noisy headlines that do more to confuse than clarify where the economy is headed.  Clients are feeling they have a […]

Life Insurance Considerations

October 7, 2019 11:52 am

Whether you are starting a family or nearing retirement, there are considerations to be made as to your need for life insurance. Many people don’t think they need it, and if they think they might, they don’t necessarily know how much they require. In fact, where you are in your life will determine how much […]

Destination Homes: Home Sales Have Gone the Way of the Wedding

July 29, 2019 12:24 pm

I found myself ranting in front of a client the other day (something I rarely do.). It was about the real estate market. Not how well (or poorly) the housing market was performing, but rather the toll the selling process was taking on my clients.  My complaint: selling homes has gone the way of the […]

Has Gold’s Time Come Again?

July 9, 2019 1:55 pm

The last time we owned a dedicated position of gold in our portfolios was early 2013. Over the last six and a half years gold prices have generally disappointed, with the exception being the last few months. However, the outlook for the commodity may continue to brighten, at least according to the research we have […]

The Top 5 Cybersecurity Questions You Should Ask Your Financial Advisor

June 24, 2019 1:22 pm

Cybersecurity in the News Many of us have become aware of serious data breaches over the last several years involving big companies such as Target, Yahoo, Marriot and Equifax. These data breaches affected hundreds of millions of people around the world and brought light to the importance of cybersecurity, a topic that otherwise doesn’t garner […]

Trade War Worries

May 20, 2019 10:23 am

We have been sitting tight on our portfolio asset allocation since the beginning of the trade war escalation this month. Does this mean we aren’t worried? For now, the answer is, “Yes, unless.” The outlook for US/China trade relations is unsettled. The US could be at the beginning of a long drawn out trade war, […]