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 11, 2014

2013 proved to be one of the best years in many.  Where does that lead us to in 2014?  Have prices for stocks become too expensive?  What are areas of opportunity and areas of concern in 2014?  One thing is a high probability - the return of volitality.





December 13, 2013

With stocks racing past all time high prices, we must ask ourselves is this a bubble or is this the beginning of a new era for stocks?





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April 30, 2020

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April 3, 2020

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