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.

The Asset Allocation Quilt

My grandmother used to make quilts. She started as a teenager and sewed and quilted for eighty years or more. She stitched colorful squares together to make beautiful patterns and then hand stitched the details. Something about the symmetry and repeatable patterns of hand-made quilts draws your eyes to the details.

Our Quarterly Client Letters

March 2017

September, 2016

June, 2016

The Issues With Maximizing Social Security

Posted by on Apr 18, 2017 in Personal Finance, Retirement Planning | Comments Off on The Issues With Maximizing Social Security

The Issues with Trying to Maximize Social Security A lot of planning effort focuses on maximizing Social Security. One website claims there are 567 ways to claim you Social Security benefits. Maximizing Social Security generally requires delaying benefits until you are read more

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Download our March Client Letter

Posted by on Mar 31, 2017 in Client Letter, Investing, Personal Finance, Stock Market | Comments Off on Download our March Client Letter

Our March Client Letter Click Here, to read our March Client Letter.  In this issue we address our reasons to be both optimistic and concerned about the stock market in the next few years.   Thanks for reading!   Click Image to Open the pdf file in a new windo read more

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Realistic Expectations for the Future

Posted by on Mar 30, 2017 in Personal Finance, Retirement Planning | Comments Off on Realistic Expectations for the Future

Realistic expectations about the future improves the planning process. And, it helps you make better decisions.   The planning process involves computing future values of your retirement savings.  To do these computations, we have to make assumptions about the future.   read more

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The Asset Allocation Quilt

Posted by on Mar 22, 2017 in Investing, Stock Market | Comments Off on The Asset Allocation Quilt

My grandmother used to make quilts. She started as a teenager and sewed and quilted for eighty years or more. She stitched colorful squares together to make beautiful patterns and then hand stitched the details. Something about the symmetry and repeatable patterns of hand-made quilts draws your eyes to the details. read more

read more

Is A Stock Market Correction on the Horizon?

Posted by on Feb 14, 2017 in Investing, Personal Finance, Politics, Stock Market | Comments Off on Is A Stock Market Correction on the Horizon?

With Dow 20K in the rear view mirror and a polarized political climate, is a stock market correction on the horizon? read more

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