by Todd Moerman | Sep 13, 2019 | Manage Risk
As we move into September and the start of football season, it is important to focus on your investing Game Plan. Please see the below video that addresses some recent questions from Clients – if you have questions about the next recession, expected losses, current... by Todd Moerman | Jul 24, 2019 | Manage Risk
Happy Summer! With markets at all-time highs, it is important to recalibrate, check our emotions and evaluate our overall risk levels. The key is to have a long-term plan. Focus on your goals, your lifestyle in retirement and how much risk do you need to take to hit... by Todd Moerman | Apr 25, 2019 | Manage Risk, Working
Sometimes stocks overreact to the downside and sometimes they overreact to the upside. Losses can scare us and big gains can make us feel smart. The key is to have a long-term plan. Focus on your goals, your lifestyle in retirement and how much risk do you need to... by Todd Moerman | Jan 11, 2019 | Manage Risk
So are bear markets. Nobody likes them but they are part of long-term investing. We encourage clients that a primary goal should be to get our “fair share” of asset class returns over decades. Decades of compounding to stay ahead of inflation. It sounds... 
by Todd Moerman | Dec 19, 2018 | Manage Risk
It all depends on your time horizon, your goals, your process and your discipline. See our new video below. We have been cautious on the markets for a while. 2017 was much better than expected and 2018 much more difficult. See past blogs. ...
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