by Todd Moerman | Aug 26, 2015 | Doctor/ Dentist, Retired, Working
Should You Keep Calm or Freak Out? Monday (8/24/15) was a historic day. The Dow 30 stocks were down at the open about 1,000 points and closed down about -4% for the day. The markets were also down about -5.7% the week prior. What a rollercoaster... 
by Todd Moerman | Jul 15, 2015 | Doctor/ Dentist, Retired, Working
Second Quarter, 2015 Market Review and Outlook. I hope everyone is enjoying summer. Here are some key takeaways from Q2. Please review the entire 38 page PDF (link below). Make sure to look a the updated 7 keys to success in 2015 on page 2. Q2 was choppy with slight... 
by Todd Moerman | Jun 9, 2015 | Doctor/ Dentist, Retired, Working
Should you worry about market volatility and rising interest rates? The simple answer is No. We should prepare in advance for volatility and have a long-term plan in place to help you hit your retirement goals. When you have a solid process for investing and have... by Todd Moerman | May 7, 2015 | Doctor/ Dentist, Retired, Working
What are the seven roles of your Advisor? What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of... 
by Todd Moerman | Apr 20, 2015 | Doctor/ Dentist, Retired, Working
First Quarter, 2015 Market Review and Outlook. It is hard to believe that we are already done with the first quarter of 2015. Here are some key takeaways from Q1. Please review the entire 25 page PDF (link below). Make sure to look a the 7 keys to success in 2015 on...
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