Retirement & Life Planning

Market Outlook 2017


January 14, 2017

As we embark on 2017, the mood in the market has turned, and Wall Street forecasts have gone from a multi-year low-return expectation to a much more optimistic mid-single digit range.

The question for investors is […]

Major Policy Shift Alters Risk-Reward

November 15, 2016

In the wake of Brexit in the U.K. and the election of Donald Trump in the U.S., 2016 has now secured its place in history as a historic year of change. In […]

Year-End Financial Checklist

Hard to believe, yet here we are once again entering the final weeks of another year.  But before the fun and madness of the holiday season are upon you, there’s likely no better time […]

One Step Forward But Market Uncertainty Remains High

During the past seven months the market has remained surprisingly calm in the face of weak earnings, mixed economic data, and political uncertainty. Normally, any one of these factors carries a high probability of […]

Market Risk Remains Elevated

On Wednesday, the Fed decided once again not to raise interest rates, while stating all was well with the US economy. But in contrast to the reassuring comments, they also lowered guidance for economic growth in 2016.

The Fed, over the […]

Brexit Uncertainties

Brexit has turned the political and investment world upside down. Thursday evening was a surprise to many, but it really shouldn’t have been. The polls over the past few weeks showed that it was […]

Difficult Market Cycle Continues


We are now about 19-months into a sideways or flat market and have not hit a new high in over a year. In November 2014, the S&P 500 was trading at approximately the same level it’s […]

Market Outlook and Strategy

April 26, 2016

The U.S. market has staged an impressive rally over the past two months. In fact, according to Bloomberg News, it’s “the biggest about face rally in nine decades.” However, as good as […]

How to Cut College Expenses By 40 Percent, or More


Today, there’s a never ending stream of college debt horror stories in the media, but what’s rarely discussed is there are ways to prevent the high debt loads that many are graduating with.

So, how can you cut your […]

Survivors Checklist: The Death of a Loved One

Losing a loved is one of the most emotionally stressful events in life. Unfortunately, adding to the stress is a difficult list of financial demands that need to be taken care of – sometimes in very short-order.

At […]