by Todd Moerman | Oct 18, 2016 | Doctor/ Dentist, Retired, Working
Here is our market update for Q3 2016. Markets continue to see increased volatility and we expect this to continue. It is important to have a plan and stick to it. Stock volatility is normal. It is important to continue to focus on your household savings rate. ... 
by Todd Moerman | Oct 10, 2016 | Doctor/ Dentist, Retired, Working
Investors hate uncertainty but that is why you get paid to invest for the long term. The return from equities is actually called the equity risk premium. Over long periods of time, equities should return more than the risk free rate. What is your Plan? Are you... 
by Todd Moerman | Jul 19, 2016 | Doctor/ Dentist, Retired, Working
Here is our market update for Q2 2016. Enjoy the rest of summer. Markets continue to see increased volatility and we expect this to continue. It is important to have a plan and stick to it. Stock volatility is normal. It is important to continue to focus on your... by Todd Moerman | Jun 28, 2016 | Doctor/ Dentist, Retired, Working
Brexit: What should you do? The United Kingdom last Thursday voted to leave the European Union. British Prime Minister David Cameron, who instigated the referendum as an election pledge and campaigned vigorously for remaining in the EU, resigned on Friday in the... by Todd Moerman | Jun 14, 2016 | Doctor/ Dentist, Retired, Working
Diversification is the only free lunch in town. ”Diversification means always having to say you’re sorry.” In other words, in order to enjoy the benefits of diversification, you need to embrace asset classes and strategies that have low correlations with... 
by Todd Moerman | Apr 15, 2016 | Doctor/ Dentist, Retired, Working
Here is our market update for Q1 2016. Markets continue to see increased volatility and we expect this to continue. In Q1, markets were down -10% to -14% in mid-quarter. It is important to have a plan and stick to it. Stock volatility is normal. Quite a run. Since...
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