Investment Markets: Problem? or Opportunity?

The current economy, marked by the combination of high and rising inflation, low unemployment, and the near-zero interest rate policy

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Four Common Financial Mistakes to Avoid

My high school basketball coach put up a poster in our locker room. In rather large bold print it read,

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Five Types of Risk and How to Deal with Them

Investors face several types of risk, and I contend that it is a mistake to get so focused on just

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Market Volatility — 2019 Style

I’m concerned because I have heard too many people recently say something along the lines of “I know the US

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Fahrenheit 2017

“Cram them full of non-combustible data, chock them so damned full of ‘facts’ they feel stuffed, but absolutely ‘brilliant’ with

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Will I Be Okay?

One of the key questions on the minds, if not the lips, of your patients is likely to be, “Am

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Financial Miscellany

In keeping with the news and the season, there are several topics to discuss this month. Here a just a

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Looking Inward

August 2015 was an inauspicious month for equity markets around the world. Although the sell-off decelerated as the month drew

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Outlook 2015

Except during our periodic meetings with clients in which we parade out their recent and long term performance, I almost

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A Mid-Year Assessment

Some of you may look at the outsized returns of the U.S. Stock Market for 2013 (S&P is up 15.1%

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