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... 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 | 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 | Jul 17, 2014 | Doctor/ Dentist, Retired, Working
We have gone over 33 months without a 10% correction in the stock market. At some point we are bound to have a correction. It is normal and you should welcome it as part of your investing journey. Think of it as “stocks on sale” and a chance for you to...
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