News & UPDates
Q2 Market Review
Here is our market update for Q2 2016. Enjoy the rest of summer. Markets continue to see increased volatility and we expect this to continue. It is important to have a plan and stick to it. Stock volatility is normal. It is important to continue to focus on your...
Brexit? Now What?
Brexit: What should you do? The United Kingdom last Thursday voted to leave the European Union. British Prime Minister David Cameron, who instigated the referendum as an election pledge and campaigned vigorously for remaining in the EU, resigned on Friday in the...
Diversification – Don’t Put Your Eggs in One Basket
Diversification is the only free lunch in town. ”Diversification means always having to say you're sorry." In other words, in order to enjoy the benefits of diversification, you need to embrace asset classes and strategies that have low correlations with each other....
The Perfect Storm May be Brewing
The end of a golden age of investing? If you are saving for retirement and want to maintain your lifestyle in retirement, I may have some bad news for you. Expected returns over the next 20 years are significantly lower than the last 30 years. This has significant...
Q1 2016 update
Here is our market update for Q1 2016. Markets continue to see increased volatility and we expect this to continue. In Q1, markets were down -10% to -14% in mid-quarter. It is important to have a plan and stick to it. Stock volatility is normal. Quite a run. Since...
The Most Important Decision of Your Financial Life
The best time to plant a tree was 20 years ago and the next best time is today. Every journey begins with a first step. Planning for a successful retirement begins with making a decision. The most important decision of your financial life.... how much do you save...
Our first 3 day rally!
2/17/2016 - This was our first 3 day rally of 2016! Will it continue or are we stuck in a negative cycle? Time will tell but there is never a good time to have a less than optimal portfolio. Do you have too much risk in your portfolio? If you have over $500k in a...
Say Goodbye to January!
I am sure most investors are glad to say goodbye to January 2016. The markets were volatile but if you had a diversified portfolio, things turned out OK. It is important to have a rock solid philosophy, strategy and discipline during market volatility. High quality...
Risk Happens Fast!
Investing is very easy in a raging bull market. Everything goes up, people make money and everyone believes that they are smarter and more talented than the average investor. We all know this is an illusion. By definition, half of all investors are...
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