Welcome to Our Blog

Thanks for visiting our blog.  We hope to provide you relevant information which provides both perspective and information about topics like personal finance, retirement and investing.  We also have past copies of our quarterly client newsletters.

Extreme Volatility Returns: October 2018

October was a difficult month for investors.  Both stocks and bonds declined during the month.  We also saw a return of extreme volatility in October.  Join us as we discuss how the investment markets performed last month. Extreme volatility returned in October after a read...

3rd Quarter Investment Market Update

The third quarter was a mixed bag for the investment markets.  In this video we provide an update of how the investment markets did in the third quarter. Below is a “mini” version of our popular asset allocation quilt which details the results for various as read...

August Investment Market Update

In this month’s update, we recap how the stock and bond markets performed.  We also discuss the end of the latest stock market correction. Click on the video to watch.   It’s been a good year, so far… The US Stock market has had a good year so far read...

Volatility

In our last video, we talked about the first correction we had experienced in over two years.  In this video we will discuss the increased  Volatility and how it compares to previous years. Video:  Stock Market Volatility 2018   Click Here to watch on YouTube Stock read...

The Correction of 2018

Would you like to take a closer look at the annual correction chart shown in the video?  you can download it in the link below.  Just click on the image for a full sized pdf file. Adobe Acrobat Reader is available as a free download directly from Adobe. Click Here to do read...

Our Quarterly Client Letters

June, 2017

March 2017

September, 2016