by Todd Moerman | Jul 15, 2015 | Doctor/ Dentist, Retired, Working
Second Quarter, 2015 Market Review and Outlook. I hope everyone is enjoying summer. Here are some key takeaways from Q2. Please review the entire 38 page PDF (link below). Make sure to look a the updated 7 keys to success in 2015 on page 2. Q2 was choppy with slight... 
by Todd Moerman | Jun 9, 2015 | Doctor/ Dentist, Retired, Working
Should you worry about market volatility and rising interest rates? The simple answer is No. We should prepare in advance for volatility and have a long-term plan in place to help you hit your retirement goals. When you have a solid process for investing and have... 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:...
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