What is happening to FAANG stocks?
A picture tells a thousand words……and this is the talk of the “talking heads" This is a great visual (via visualcapitalist.com) of what...
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MARKETS CHANGE AND SO WILL WE. TM
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5 Ways to Save Money this Holiday Season
Christmas time is quickly approaching! And that means we are spending, spending, spending, and spending… then making last minute...
Month-End Market Update: September 2018
Last month we acknowledged that the normally “lighter” monthly read was an exception due to the emailing of our fully transparent...
Five Things to Review This October: Financial Planning Month
October is financial planning month. That means the end of the year is quickly approaching. This is when we begin to review client...
Trust: A Different Type of Defense
Some of you have listened to me talk about offense and defense of the capital markets for almost three decades. Today we are going to...
Summer Fun Without Breaking the Bank
Aahhh, it’s summertime and the livin’ is easy, right? With the longer days, kids out of school, family vacations, and poolside fun,...
Macro View of the Markets - June 2018
The National Association for Business Economics said in its latest quarterly outlook that its panel of 45 economists expects the economy...
To Live a Lifestyle: Saving for Retirement
How much money can and should you pull out from your nest egg once you actually do retire? Retirement seems to be very stressful for us...
May Month-End Market Update
A few of you have reached out to me regarding the bond market article in our last QTLY Newsletter and have asked questions about what is...
Helping Clients Help Charities
Indiana University found that a whopping 98.4% of high-net-worth households give to charity. This matches our experience in working with...
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