by Todd Moerman | Aug 9, 2017 | Doctor/ Dentist, Retired, Working
Here are 10 steps to become a better investor. Most people need a coach to help them understand market history, risk, portfolio construction, help them save enough money to support their lifestyle in retirement and help to avoid bad behavior in times of crisis /... by Todd Moerman | Jul 13, 2017 | Doctor/ Dentist, Retired, Working
Here is our market update for Q2 2017. The bull market has continued and shows little signs of slowing. The media remains fixated on the White House, but the market is more attuned to corporate results and central bank activity. The Q2 earnings growth estimate for the... 
by Todd Moerman | Apr 21, 2017 | Doctor/ Dentist, Retired, Working
Here is our market update for Q1 2017. The bull market entered its ninth year during Q1 and showed no signs of slowing. Initial policy stumbles by the new administration may have actually contributed to gains as it became evident that the new president will face... by Todd Moerman | Feb 1, 2017 | Doctor/ Dentist, Retired, Working
The best time to plant a tree was many years ago. The next best time is today! How is your retirement tree? For most non-retired people, taking action about a retirement plan is overshadowed by the immediate demands of life; meanwhile, precious time and growth... 
by Todd Moerman | Jan 19, 2017 | Doctor/ Dentist, Retired, Working
Happy New Year! Here is our market update for Q4 2016. Markets continue to see increased volatility and we expect this to continue. Maybe much more volatility with President Trump. It is important to have a plan and stick to it. Stock volatility is normal even... 
by Todd Moerman | Dec 20, 2016 | Doctor/ Dentist, Retired, Working
The financial media loves to sell fear and greed. Dow 20,000 is irrelevant to your personal financial goals (even the Dow is irrelevant as a benchmark – it is only 30 stocks). They won’t tell you this because they want you to watch the nonsense. I...
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