by Todd Moerman | Oct 19, 2017 | Retired, Working
Here is our market update for Q2 2017. The bull market has continued and shows little signs of slowing. Despite global concerns, hurricanes, dysfunction in Washington DC. Although the recent hurricanes will may slow short-term growth, they may help in future quarters... 
by Todd Moerman | Oct 1, 2017 | Retired, Wiser, Working
I know that this is a long blog post but there is some great information and resources in this post. Via Lifeguard Wealth blog: “There is a lot of information buzzing around in the wake of the cybersecurity breach of credit reporting agency Equifax, which put... by Todd Moerman | Aug 9, 2017 | Doctor/ Dentist, Retired, Working
Here are 10 steps to become a better investor. Most people need a coach to help them understand market history, risk, portfolio construction, help them save enough money to support their lifestyle in retirement and help to avoid bad behavior in times of crisis /... by Todd Moerman | Jul 13, 2017 | Doctor/ Dentist, Retired, Working
Here is our market update for Q2 2017. The bull market has continued and shows little signs of slowing. The media remains fixated on the White House, but the market is more attuned to corporate results and central bank activity. The Q2 earnings growth estimate for the... 
by Todd Moerman | Apr 21, 2017 | Doctor/ Dentist, Retired, Working
Here is our market update for Q1 2017. The bull market entered its ninth year during Q1 and showed no signs of slowing. Initial policy stumbles by the new administration may have actually contributed to gains as it became evident that the new president will face... by Todd Moerman | Feb 1, 2017 | Doctor/ Dentist, Retired, Working
The best time to plant a tree was many years ago. The next best time is today! How is your retirement tree? For most non-retired people, taking action about a retirement plan is overshadowed by the immediate demands of life; meanwhile, precious time and growth...
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