by Todd Moerman | Jan 15, 2015 | Doctor/ Dentist, Retired, Working
2014 Economy and Stock Markets Click here to sign up for our great blog content Despite a bumpy ride throughout 2014, the US economy gained pace while the US equity and fixed income markets outperformed most markets around the world. This performance came with higher... 
by Todd Moerman | Nov 11, 2014 | Wiser
Many Americans are in serious financial trouble & don’t even know it. Do you worry about money on a regular basis? Do you think you will have to work longer than anticipated? Are you confident you know how much money you need to support your lifestyle in... 
by Todd Moerman | Oct 22, 2014 | Doctor/ Dentist, Retired, Working
It is normal to worry about your retirement and financial markets. The key is to have a plan to handle market volatility in advance. You don’t want to get emotional and and change your plan in the middle of a short-term crisis. Here are some key thoughts:... 
by Todd Moerman | Oct 14, 2014 | Doctor/ Dentist, Retired, Working
Are you ready for the next stock market correction? We have been 721+ days without a 10% correction in stocks. This is the 4th longest period since 1929. Pullbacks are a healthy part of markets dynamics. Every trade has a buyer (who thinks that markets are going... 
by Todd Moerman | Sep 24, 2014 | Wiser
I believe your lifestyle in retirement depends on it. Many investors don’t fully understand the power of compound interest and the devastating effect fees can have on your portfolio over time. I recently reviewed a portfolio for a potential client. The fees...
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