May 13, 2019

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 close this week, as previously anticipated by the Trump administration. Interestingly, most Wall Street economist's believe that the trade...

March 19, 2019

As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in which you have an income that you do not outlive. From there, we want to construct a blueprint for your financial plan that will become...

November 28, 2018

On November 19th, our risk countermeasures triggered for the 2nd time this year, so we are back to a "risk-off" stance for portfolios using our Defined Risk Strategy. We thought this might be a good time to share a bit of information on what is affecting the stock market...

January 6, 2017

Wild Ride for 2016

2016 will go in the record books as one of the most eventful years for investors since the global financial crisis. 

After a sharp sell-off to start the year posting the worst January for US Stocks in history, major geopolitical events such as Brexi...

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. 

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...

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