November 28, 2018

On November 19th, our risk countermeasures triggered for the 2nd time this year, so we are back to a "risk-off" stance for portfolios using our Defined Risk Strategy. We thought this might be a good time to share a bit of information on what is affecting the stock market...

September 7, 2017

Buying a car can be a big financial decision, particularly during retirement. Some questions that typically come to mind include: How much should I spend? Should I finance a car? Where should I pull the money from if I don’t use a finance option?

January 6, 2017

Wild Ride for 2016


2016 will go in the record books as one of the most eventful years for investors since the global financial crisis. 

After a sharp sell-off to start the year posting the worst January for US Stocks in history, major geopolitical events such as Brexi...

October 12, 2016

Watch as Lyn Adams presents about demographics and it's potential impact on economics and investing. 

October 3, 2016

It isn’t surprising that the upcoming presidential election is looming large in the minds of our clients. The media, including the financial media, devotes a great deal of attention to presidential elections. However, we believe that the person sitting in the Oval Office...

August 2, 2016

Social Security Update

Because of its importance in most people’s retirement plans; we receive a lot of questions regarding the long-term viability of Social Security.  Every year, the Trustees of the US Social Security trust funds provide their report on the current and...

May 20, 2016

As we approach the end of spring, many

investors are checking their account balances before they plan out their summer expenses. At a glance, not much looks different from year-end balances, begging the question, "when will we see growth again?" Asset growth is connected t...

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