Pandemics and Portfolios

The question everybody seems to be asking these days is: How will the coronavirus affect my investment portfolio?  Of course, the unsatisfying answer is: we honestly do not know.  You…


Market Outlook: 2020

Markets had an excellent year in 2019 due in large part to the change in the Federal Reserve’s (“The Fed”) stance on interest rates. The Fed had been increasing interest rates during 2017 and 2018. Then during 2019 reversed course cutting interest rates three times and expanded its balance sheet at the fastest pace since the 2008 Global Financial Crisis. This liquidity injection, along with the prospect of the Phase One Trade Deal with China, fueled last year’s stock market boom.


What Clients Regret Most

In order to achieve ones goals, a partnership between a client and financial advisor is critical. Many clients regret some of their expenses before retirement and almost all wish they had saved more so they could retire more comfortably.


January 2018 Market Update

During 2017, the market experienced an unusual year with the gains for equities being the strongest since 2013. The most unusual part of the year for equities was the lack…

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