Blog

Risk Always Happens Fast

Todd Moerman   
Feb 07
(Updated Charts included) Since the Market highs on 1/26/18, the markets have finally had some overdue volatility.  The S&P 500 has pulled back almost -8% from the most recent all-time high of 2,865.8.  As a reminder, volatility is normal when investing in stocks.  This is why over longer periods of

2017 Market Recap

Todd Moerman   
Jan 10
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and

Election + 1 Year

Todd Moerman   
Nov 07
The markets have been on a rip higher since the election last year.  Although President Trump takes a lot of credit for all-time highs, the real credit always goes to corporate profits, a global recovery and easy money from central banks.  We have come a long way since March of

Q3 2017 Mix Tape

Todd Moerman   
Oct 19
Here is our market update for Q2 2017. The bull market has continued and shows little signs of slowing.  Despite global concerns, hurricanes, dysfunction in Washington DC. Although the recent hurricanes will may slow short-term growth, they may help in future quarters with the rebuilding. The Fed seems on track

Tips for Preventing Identity Theft

Todd Moerman   
Oct 01
I know that this is a long blog post but there is some great information and resources in this post. Via Lifeguard Wealth blog: “There is a lot of information buzzing around in the wake of the cybersecurity breach of credit reporting agency Equifax, which put virtually all Americans’ personal

Passion, Curiosity, Grit and Resiliency

Todd Moerman   
Sep 14
Are you Gritty? Passion, Curiosity, Grit and Resiliency are the keys to success in the 21st century. I recently attended a conference and one of the keynote speakers was Angela Duckworth.  She is the author of Grit: The power of passion and perseverance.  So as the kids go back to



Subscribe To Our Blog! 
Your Retirement will thank you!

Subscribe To Our Blog!

Your Retirement will thank you!

Free & valuable information to help you maintain your lifestyle in retirement.  We cover Vanguard indexing, DFA and other alternative strategies.

See why you need a low-cost, fee only Advisor who is a fiduciary for you 100% of the time.

You have Successfully Subscribed!

Share This