This is Still a ‘Sale’, Not a Crash!

Some of my favorite phone calls are the ones we get from clients who call and say, “What do you think about the market and how things are going right now?  Do you think this is the next crash?”  Then they follow that statement up with a nervous chuckle, followed by,...

Update on the Current Market Pullback

The stock market is taking a breather this past week and as of the market close on Wednesday, the S&P 500 is down -4.95% since the most recent high, while the Dow has followed in suit, down -4.58% over the same time period.  When we’ve observed pullbacks like this...

Is There A Storm Brewing?

It’s been an interesting end to the summer.  In most mid-term election years, we see putrid returns this time of year.  In fact, September is statistically the absolute worst month, followed by August.  I’ve been getting a lot of questions lately about when the market...

Executive Order on Retirement Savings

On Friday, August 31, 2018, President Trump signed an executive order which aims to make it easier for small businesses to join together and provide their employees with retirement plans. The order also directed the Labor and Treasury department to review the rules...

Don’t Be A Control Freak!

Are you someone who checks the weather all the time?  What about the news?  Does the next, new round of tariffs cause you to worry?  What about the mid-term elections or our President’s daily Twitter activity? Here are some things you might worrying about when it...