Getting Ready for the Election
It isn’t surprising that the upcoming presidential election is looming large in the minds of our clients. The media, including the...
Social Security Update
Social Security Update Because of its importance in most people’s retirement plans; we receive a lot of questions regarding the...
Mid Year Market Update
As we move into the 2nd half of the year, Lyn and Brett discuss the first 6 months of 2016 and their outlook for the remainder of the...
What's Missing from the Growth Puzzle
As we approach the end of spring, many investors are checking their account balances before they plan out their summer expenses. At a...
Cautiously Optimistic
As we move into Q2, Lyn and Justin explain why the fluctuations in the Market make them "Cautiously Optimistic" about the remainder of...
2016 Q1 Conference Call - "Riding an Aging Bull"
During our first quarter call of 2016 we discuss the final returns for 2015, drivers impacting the markets for 2016, specific risks and...
No Bite Without "FANG"s
Domestic stock market returns thus far in 2015 have been very misleading and in most cases, frustrating. Many investors are asking: The...
The Great Noise, its impact on markets
The impact of much noise in the markets is becoming more pronounced. Many people are being hurt by how they react to what they hear or...
Market Volatility Update
Last Friday was one of those days in the stock market that makes headlines. As we are writing this on Monday morning, it appears that...