December 13, 2017

As we near the end of 2017, we want to reflect on what has been a very good year for the market and the U.S. economy. Some would say a near perfect year. Consider the following facts:

  • 2017 will be the 9th straight year of gains for US equities (which ties an all-time...

This special edition of Video Insight is dedicated to answering the question  "Is my account  safe"?  We have received many calls with folks asking this question in the days since the Equifax data breach.

Please take a few minutes to watch thi...

Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD, the improving global economy, specific sectors that are experiencing growth, and tailwinds for U.S. investors investing in foreign marke...

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?

August 2, 2017

TRUMPONOMICS is a non-political biased presentation that dives into the economic implications of many of President Trump's policy agenda items.  Interestingly, the approach that is woven into many of these policy ideas may change the landscape of American economics.  This...

 Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD, the improving global economy, interesting inflation data, and the impact of political headlines on the markets..  

As the mark...

A couple key themes of the Q2 Conference call include market performance YTD, rising interest rates, and the Trump financial agenda.

The Dow hits 20,000 but what does that mean to you? Watch as Lyn and Justin explain that while you're likely to see headlines celebrating, it shouldn't have any effect on your investment strategy. 

January 25, 2017

The financial media is completely focused on the Dow reaching 20,000, an all-time high. It's important for investors to realize that while seeing the Dow hit 20,000 for the first time will be a psychological milestone, it's really not that significant.

If you think about i...

 Watch as Lyn and Justin discuss the Q1 Market Update. A few key themes discussed are the U.S. Stock Market moving into record territory, the Energy Industry's contribution to earnings, and the potential economic impact of some of the proposed political policies. 

Please reload

Featured Posts

2020 Q1 Market Outlook

January 8, 2020

1/1
Please reload

Recent Posts

January 8, 2020

December 27, 2019

Please reload

Search By Tags