What Really Matters?
Jason takes us through a mental exercise to help us understand how investors should react to things that may impact an investment...
"Trade Woes" or "Reversion to the Mean"?
As of 3:00pm today the US markets are down 2.5% to 3% on the news that the tariffs and global trade concerns may not be drawing to a...
2019 Q2 Market Update
2nd Quarter Market Update Topics of discussion include: - Market update and outlook for 2019 - Thoughts on recession worries, federal...
Which Is More Important: Portfolio Performance or Your Financial Plan?
As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in...
2019 Q1 Market Update - pt 1
The the last quarter of 2018 saw sharp declines. So what's in store for 2019? Topics covered include: - Summary of how the markets...
2019 Q1 Market Update- pt 2
Let's turn our attention to what is coming in 2019 and beyond. Topics covered include: - The big 3 variables to the market - We view...