2019 Third Quarter Review Slides

2019 Third Quarter Review Slides

Can I Afford to Retire? - Beware of Binary Bias

Why do we continue to approach the nuanced transition into retirement as such a binary/cliff event? I think it’s mainly habit, extending back to the industrial days when you were either employed or not employed. No in-between.

2019 Second Quarter Review Slides

2019 Second Quarter Review Slides

First Quarter 2019 Commentary - A Tradition Unlike Any Other

It has often been said that if a Genie should offer to grant you one wish, you should ask where you’re going to die so as to never go there. The simple logic in that remark is more often it’s worthwhile figuring out what to avoid in pursuit of success.

2019 First Quarter Review Slides

2019 First Quarter Review Slides

Fourth Quarter 2018 Commentary - Turbulent Times

As we catch our breath in the wake of turbulent times, we must separate the emotional aspect of seeing dollar values decline and prevent ourselves from running out of the store when the merchandise goes on sale. While it was painful getting here, global stock markets are cheaper today than 12 months ago. And while valuations alone are not indicative of the markets near term direction, they do inform long term returns. And every investor’s long term returns will ultimately be woven into how they react when things get violent.

2018 Fourth Quarter and Year-End Review Slides

2018 Fourth Quarter and Year-End Review Slides

How Small Business Owners Can Turbo Charge Their Retirement Plan

Small business owners who are contemplating saving for retirement have a wide array of options available to them, and not all are created equal. Each business has its own set of unique circumstances that need customized solutions that are tailored to support their unique situation.

The Return of an Old Friend

Our old friend, Volatility, is back. Just as many people were starting to think markets only move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up causing more harm than good.