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...

January 4, 2014

Happy New Year! As we get started in 2014 we thought it might be helpful to outline our 2014 market outlook. At present, we have a general view that returns for stocks in 2014 could be described as a “forward grind”.

 

This is fundamentally different than our view at the s...

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October 17, 2019

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