October 12, 2016

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

October 12, 2016

 Watch as Lyn and Justin discuss market returns YTD, make observations of a shift in investor bias in the U.S., discuss a few considerations regarding Washington Politics, and highlight a few market risk present at this time. 

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...

As we move into the 2nd half of the year, Lyn and Brett discuss the first 6 months of 2016 and their outlook for the remainder of the year.  A few key themes discussed are the corporate earnings recession in the US, the increased use of negative interest rates around the...

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...

 As we move into Q2, Lyn and Justin explain why the fluctuations in the Market make them "Cautiously Optimistic" about  the remainder of 2016.  A few key themes are slowing global economy, declining corporate earnings in the U.S., improving manufacturing data, stabilizing...

January 20, 2016

During our first quarter call of 2016 we discuss the final returns for 2015, drivers impacting the markets for 2016, specific risks and opportunities we see in 2016, and a review of our proprietary AFP Defined Risk Strategy.


We expect much more volitility this year as low...

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