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Navigating Your Portfolio Through Turbulence

What’s an investor to do about rising volatility? For many investors, the answer is, not much. Ideally, one wants to be in the market on the up days and out on the down days. In reality, no one. . .

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. . .

Start Now, Not Later

When planning for retirement, the phrase “start now, not later” are words to live by. Having time on your side is a very powerful retirement planning tool. Unfortunately, time is something that . . .

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.

The Happy Retiree

A recent study found that we experience greater happiness and satisfaction as we age.

Developing a strategy for retirement

Even if you are several years away from retirement, it’s not too early to start gathering facts, weighing choices and mapping out your tax and investment strategy. Here are eight suggestions that shou

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