"Trade Woes" or "Reversion to the Mean"?
As of 3:00pm today the US markets are down 2.5% to 3% on the news that the tariffs and global trade concerns may not be drawing to a...
Which Is More Important: Portfolio Performance or Your Financial Plan?
As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in...
Markets Move Lower on Data and Fears
On November 19th, our risk countermeasures triggered for the 2nd time this year, so we are back to a "risk-off" stance for portfolios...
Wild Ride for 2016
Wild Ride for 2016 2016 will go in the record books as one of the most eventful years for investors since the global financial crisis....
4th Quarter Market Update
Watch as Lyn and Justin discuss market returns YTD, make observations of a shift in investor bias in the U.S., discuss a few...
Social Security Update
Social Security Update Because of its importance in most people’s retirement plans; we receive a lot of questions regarding 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...
