Our Latest Market Commentary

Guilty Until Proven Innocent

I’ve received a LOT of wonderful feedback about these updates on the state of the market over the last several weeks and I wanted to thank everyone for taking the time to read them, especially our clients.  If there’s one “best” way to stay on top of what we’re doing at our office with our clients’ hard-earned retirement savings, it’s by reading these updates, as well as our videos, screencasts, podcasts, and other materials.  One of the pieces of feedback I received I won’t call negative – but I will call it constructive.  I realize that sometimes these articles can get very technical, and while I try to keep the explanations as concise and understandable as possible, I’m going to try and make today’s update as simple as possible. read more…

Retirement Planning-Who’s On Your Side?

Money managers who are always doom & gloom love to make you feel stupid when the market goes down and you didn’t sell at the perfect time.  Others like to make you feel stupid when you’re out of the market and it goes up.  Some of your friends might like to tell you how well their portfolio is doing in an environment like this – my guess is, to make you think they’re as smart as they think they are – but in reality, they’re putting more into their retirement account than it’s losing, so it just looks better than it really is.  The bottom line is, none of these people are on your side! read more…

2019 Market Outlook

I had a wonderful, relaxing break with Donna and the boys and I hope you had a chance to sufficiently re-charge your batteries as well!  Considering the heightened level of stock market volatility, I wanted to try and get our 2019 update on the state of the market out ASAP.  We’re going to go over the U.S. stock market in detail, as well as a few charts related to interest rates, oil, gold, and even Bitcoin (yeah, it still exists).

As in the past, you have three methods of absorbing this information.  You can WATCH the screencast by clicking this link, or if you’re more of a reader, click the link below to get access to the written version.  The third way to get “in the know” is to reach out, call, email, and set up a time to discuss it personally!  We’d love to hear from you! read more…