Investment Overview: 2nd Quarter 2016

As we enter the third quarter, economic conditions in the U.S. generally point to continued expansion. Importantly, consumer spending has been increasing at a solid pace after a winter slowdown. . .

June 2016 Investment Update

As we enter the third quarter, economic conditions in the U.S. generally point to continued expansion. Importantly, consumer spending has been increasing at a solid pace after a winter slowdown. . .

May 2016 Investment Update

After a sluggish first quarter, the U.S. economy is showing some signs of life as we near the end of the first half of 2016. First quarter GDP was revised upward to 0.8% from the initial . . .

The ''New'' Fiduciary Rule

Ever since the meltdown of the financial services industry in 2008, there has been concern about the standards to which investment advisors should be held. The longstanding rule has been one of . . .

April 2016 Investment Update

The U.S. economy continues its tepid expansion, reflecting mixed economic data and uninspiring global growth. First-quarter weakness has become something of a trend over the last few years, with...

Learning to Live With Risk

All our lives we work, work, work and hope to retire someday. If you've been putting off planning, there's still time to make the most of your last few earning years.

Investment Overview: 1st Quarter 2016

U.S. Gross Domestic Product, which measures the overall output of goods and services produced in the economy, rose at an overall rate of 1.4% in the fourth quarter of 2015, putting full‐year 2015 . .

March 2016 Investment Update

hile headline GDP data for 2015 continued a trend of modest growth, the underpinnings of the economy have diverged. Consumer spending continues to propel the economy forward. The U.S. consumer is. . .

February 2016 Investment Update

Equity markets faltered in the first half of February before amassing some positive momentum in the later half of the month, buoyed by an increase in oil and an unexpected positive revision to. . .

Year-end Legislative Changes

Congress was very busy as 2015 came to a close. First, with essentially no warning and no hearings, the rules governing Social Security benefit claims for married couples were overhauled. . .

Pages