by Todd Moerman | Jun 30, 2022 | Manage Risk
At our firm, we encourage clients to have a long-term investing approach. Volatility is normal and we want compounding over decades! Please see the brief video below for important slides about our path forward. This is going to be a year of transition. The economy is... 
by Todd Moerman | Feb 17, 2022 | Manage Risk
Are you worried about markets and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 700% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our path... by Todd Moerman | May 7, 2021 | Manage Risk
I hope this note finds you and your family well as we start to emerge from the Covid crisis. It has been a crazy and challenging 15 months for the world! Please see the 9-minute video below for important slides, charts and commentary about our path forward.... by Todd Moerman | Aug 18, 2020 | Manage Risk
I hope this blog finds you and your family well during these unique and unprecedented times. Please review the video below for timely updates. I continue to believe that this is an epic race between a nasty virus and HC innovation. We already have better... 
by Todd Moerman | May 14, 2020 | Manage Risk
Given the level of uncertainty in the stock market, now is a great time to focus on critical planning issues, reduce red flags and become more confident about your overall retirement plan. Holistic planning will help you review complex decisions that have a high cost... by Todd Moerman | Mar 23, 2020 | Manage Risk
“Nothing in our immediate future will be easy. The number of cases will rise. The losses will increase. The markets will stumble. But make no mistake about it, we will prevail, because the only thing more contagious than a virus is hope.” – William McRaven –...
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