News & UPDates
Average is Not Normal
When you invest in the stock market, average is Not Normal. The S&P 500 has been up each of the last 6 years and as of 10/13/15 is down -1% for 2015. We will see if we can get another positive year. Since 1926 (89 years): The S&P 500 is positive 78.6% of the...
Should Investors Sell After a Correction?
Should you sell stocks after a 10% correction? Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash Crash” in May...
Keep Calm or Freak Out?
Should You Keep Calm or Freak Out? Monday (8/24/15) was a historic day. The Dow 30 stocks were down at the open about 1,000 points and closed down about -4% for the day. The markets were also down about -5.7% the week prior. What a rollercoaster...
Q2 2015 Market Review
Second Quarter, 2015 Market Review and Outlook. I hope everyone is enjoying summer. Here are some key takeaways from Q2. Please review the entire 38 page PDF (link below). Make sure to look a the updated 7 keys to success in 2015 on page 2. Q2 was choppy with slight...
Should you worry about volatility and rising rates?
Should you worry about market volatility and rising interest rates? The simple answer is No. We should prepare in advance for volatility and have a long-term plan in place to help you hit your retirement goals. When you have a solid process for investing and have...
Seven Roles of an Advisor
What are the seven roles of your Advisor? What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of...
Q1 Market Review
First Quarter, 2015 Market Review and Outlook. It is hard to believe that we are already done with the first quarter of 2015. Here are some key takeaways from Q1. Please review the entire 25 page PDF (link below). Make sure to look a the 7 keys to success in 2015 on...
2014 Year End Review
2014 Economy and Stock Markets Click here to sign up for our great blog content Despite a bumpy ride throughout 2014, the US economy gained pace while the US equity and fixed income markets outperformed most markets around the world. This performance came with higher...
Can You Maintain Your Lifestyle in Retirement?
Many Americans are in serious financial trouble & don't even know it. Do you worry about money on a regular basis? Do you think you will have to work longer than anticipated? Are you confident you know how much money you need to support your lifestyle in...
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