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... 
by Todd Moerman | Jan 19, 2017 | Doctor/ Dentist, Retired, Working
Happy New Year! Here is our market update for Q4 2016. Markets continue to see increased volatility and we expect this to continue. Maybe much more volatility with President Trump. It is important to have a plan and stick to it. Stock volatility is normal even... 
by Todd Moerman | Dec 20, 2016 | Doctor/ Dentist, Retired, Working
The financial media loves to sell fear and greed. Dow 20,000 is irrelevant to your personal financial goals (even the Dow is irrelevant as a benchmark – it is only 30 stocks). They won’t tell you this because they want you to watch the nonsense. I... 
by Todd Moerman | Oct 18, 2016 | Doctor/ Dentist, Retired, Working
Here is our market update for Q3 2016. 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 household savings rate. ... 
by Todd Moerman | Oct 10, 2016 | Doctor/ Dentist, Retired, Working
Investors hate uncertainty but that is why you get paid to invest for the long term. The return from equities is actually called the equity risk premium. Over long periods of time, equities should return more than the risk free rate. What is your Plan? Are you... 
by Todd Moerman | Jul 19, 2016 | Doctor/ Dentist, Retired, Working
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...
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