Slouching Towards Brexit
With the original March 29th deadline about to pass, we still don’t know how, or even if, the United Kingdom will leave the European Union. Like a ...
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Mar 27 -
Mar 20How Will Rising Healthcare Costs Affect Your Retirement?
It’s no secret healthcare costs are going up. Medical expenses have been steadily increasing for years. In 2007, costs were up almost 12 percent. However, the rate of increase ...
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Jan 16Quarterly Market Commentary
Fourth Quarter 2018 Key Takeaways What stands out about 2018 is the breadth of negative returns across almost every asset class and financial market. It was a very challenging year ...
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Dec 31Four Pressing Questions
Volatility has been on the rise in financial markets this year, and December seems to be unfolding as potentially the worst month of 2018 for stock market volatility.
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Dec 4U.S. – China Trade War Update
The recurring drama of U.S.-China trade relations reached a temporary truce this weekend, albeit with the promise of additional acts to come in jU.S.t ...
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Nov 122018 Election Aftermath
The 2018 Midterm elections have come and gone, this time with a minimum of surprises. Republicans gained a little more in the Senate than expected, while Democrats gained a ...
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Oct 31What To Expect When You’re Electing
Thousands of congressional, state, and local elections will take place on November 6th, less than a week from now. There will be plenty of time afterwards to discuss ...
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Oct 10Quarterly Market Commentary-October
Third Quarter 2018 Key Takeaways Larger-cap US stocks hit new highs in late September and gained 7.7% for the quarter, while smaller-cap US stocks gained 3.6%. S&P 500 operating earnings ...
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Oct 3Women and the Retirement Crisis
Here’s a number that will knock your socks off: $400 trillion.1 By 2050, the retirement savings shortfall in eight of the world’s largest economies is expected to reach $400 ...
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Sep 5Is Inflation Making a Comeback?
Last year there was a steady stream of articles wondering whatever happened to inflation. Then, in January, one month of 0.5% CPI inflation brought the inflation seers out of ...
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Aug 29Knowledge is Power, Especially When It Comes to Money
Understanding family attitudes towards money may improve financial decisions and reduce financial stress. People inherit more from their parents and grandparents than big feet, eye color, self-discipline, a ...
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Aug 16Private Equity Investing Considerations
Investor demand for private investments continues to grow. According to Preqin, a global leader in alternative assets data, 921 private equity funds that closed during 2017 raised a total of $453 ...
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Jul 13Quarterly Market Commentary
Second Quarter 2018 Key Takeaways US stocks rose to the top of asset class performance charts with solid returns in the second quarter. Larger-cap US stocks gained 3.4%, but were ...
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