Importance of Time and Diversification
This past December, stock prices fell -14%, bottoming out on 12/24/18 with a one-day loss of -2.7%. Watching your investments decline close to 15% in 16 days is scary, disconcerting and [...]
Financial Planning: Creating a Dialogue to Help Achieve Your Goals
Whether it is retirement planning, funding future education for children or grandchildren, or the possibility of helping a family member financially down the road, most people have at least one [...]
A Gift that Keeps on Giving
Was it really only a few short months ago that we were worrying about the fiscal cliff and sequestration? It seems that, while we as a nation continue to find ourselves settling into the “new [...]
Before the Books Close…
With Thanksgiving only a week away and the end of the year quickly approaching, you may be thinking about shopping and spending time with your family. However, this is the time of year the team [...]
Market Outlook – August 2013
It’s been a fairly eventful couple of months in the investment markets, highlighted by a marked increase in volatility and, for the month of June, negative returns across virtually all major [...]
