2018 Mid-Year Update!

Enjoy it while it lasts– Sand, sun, and surf…or hikes, camping, and swimming. Maybe just enjoying the relaxing-long-afternoons over a slow barbeque as you lay in your comfy lounge chair. These are some visions and aspirations many of us want to enjoy over the next few warm months. Summer gives all of us a break Read more about 2018 Mid-Year Update![…]

New Client Portal; Wine/Cheese Event; and Crazy Stock Market

It has been many months (or moons–including a super blue blood one) since I last wrote you. And in those months, there’s been several good changes and updates that may be of interest and benefit to you.   The Markets… The stock market has been on a very gradual and smooth-sailing track of growth for Read more about New Client Portal; Wine/Cheese Event; and Crazy Stock Market[…]

Mood Swing, Market Swing…help is on the way!!

Market volatility has returned with a vengeance. As the market swings dramatically (see recent one-day returns for the S&P 500 Index below), it’s natural to worry about your investment strategy. S&P 500 Index One-Day Return October 3  – November 1, 2011  SOURCE: Bloomberg (total returns)[1] The good news is that we have methods that may Read more about Mood Swing, Market Swing…help is on the way!![…]