• When was the last time you reviewed your financial plan?

    By on March 14, 2017

    Last week while talking to a prospective client I asked, “Have you ever had a financial plan completed for...

  • New Budget Deal to cut Social Security Benefits

    By on November 10, 2015

    What to know about the new Budget Deal that is cutting Social Security Benefits. For the average 65 year...

  • 2015 Stock Market Correction

    By on September 1, 2015

    2015 Stock Market Correction It has been a brutal month for the stock market. You can draw a parallel...

  • A strange thing happened on the way to the Chinese Market

    By on July 31, 2015

    Late last year, China made reforms to open its Shanghai stock market to foreign investors, encouraging the internationalization of…

  • Position on U.S. Markets

    By on July 9, 2015

    Position on U.S. Markets- Well, it’s that time of year when emotions are beginning to run high. I can…

  • Taxes filed. Now what?

    By on May 23, 2015

    Taxes Filed. Now What? In a 1789 letter to Jean-Baptiste Leroy, Ben Franklin wrote, “Our new Constitution…

  • What is this I hear about interest rates?

    By on May 19, 2015

    What is this I hear about interest rates? Unless you have been hiding under a rock, you have…

  • Is the Nasdaq hitting 5000 déjà vu all over again?

    By on March 3, 2015

    I can remember sitting in my cubicle during my Vanguard days when the Nasdaq hit 5000 for the first...

  • Calling all Millennials

    By on February 15, 2015

    So you want to be a multi-millionaire? Easy. It’s all about a disciplined savings plan. Let’s say you are...

  • Mid Term Election Season

    By on November 11, 2014

    The month of October historically has proved to be quite volatile, and this year was no different. From peak...