top of page
Search
Where in the World Is…Your Old 401(k)
In 2016, the Bureau of Labor statistics reported the average person spends 4.2 years at a single company. That means over a 40-year...
Jun 15, 20183 min read


Ups and Downs
Let’s face it. Investing has been easy the last few years. It has not required much investing know-how to earn unusually high returns on...
Apr 25, 20182 min read
Is Keeping Up Getting You Down?
Have you scrolled through your favorite social media app lately, only to see photos of your friends sipping umbrella drinks on a beach in...
Apr 23, 20182 min read


March Madness and Market Mayhem
There are 63 games in the NCAA men’s basketball tournament. No one has ever picked all 63 correctly. Not once. Yet, every year millions...
Mar 23, 20182 min read
Gut Check
We purposefully do not often comment on short-term stock market moves. The reason is simple. For our clients who have investments in...
Feb 26, 20182 min read


The Chance of a Lifetime
The federal government just gave you a gift. What gift, you ask? If Oprah Winfrey were unveiling it, it might sound something like this:...
Feb 2, 20182 min read


Is the Stock Market a Casino?
There is one statement that causes most financial advisors to cringe with disgust. You have probably heard it. It goes something like...
Jan 20, 20182 min read
The Secret of Top Financial Advisors
It’s a well-worn saying: “What happens in Vegas, stays in Vegas.” Interestingly, in this case, it’s not what happened in Vegas that was...
Jan 13, 20182 min read
5 Gifts Your Kids Are Sure to Love…Someday
‘Tis the season for spending. This time of the year it’s difficult to determine if the ringing you hear is jingle bells or cash...
Dec 21, 20173 min read
Giving Thanks to the Market
Whether you are 25 years old or 65 years old, or somewhere in between, we all have a reason to be thankful this year. Why? The U.S. stock...
Nov 22, 20172 min read
The Tweet Heard Round the 401(k) World
The man in our nation’s highest office just saved your retirement. Or did he? And how? In between trading barbs on Twitter with several...
Oct 25, 20172 min read


Savings vs Returns
Have you ever day-dreamed about striking it rich? Be honest. Really, what’s not to love about a get-rich-quick scheme, where you plunk...
Oct 18, 20173 min read


World-wise Investing
How did you celebrate Independence Day this year? Did you gather friends and family for a barbeque? Go to the lake? Light fireworks?...
Jul 26, 20172 min read
The Problem with Managed Accounts
Do you remember back in grade school when a new kid would join your class at the start of the year? You never knew what to expect....
Jun 9, 20174 min read
A Secret Too Rich to Keep
Psst…can you hear me? I have a secret I want to share with you. It’s the kind of secret that can change your life. It’s a secret that...
May 12, 20173 min read
Top 5 Tips to Survive the Next Market Crash
To be honest, this memo would be even better if it had a title like, “Top 5 Tips to Completely Avoid the Next Market Crash.” It only...
May 1, 20173 min read
Need for Speed or Low and Slow?
Interest rates in the United States have been stuck in low gear for close to a decade. For some investors, a shift to higher interest...
Apr 12, 20172 min read
To Retire, Pick One of Three Bad Options
Do you want the good news or the bad news first? The sun is shining and it’s supposed to be a spectacular March day, so let’s go with the...
Mar 11, 20172 min read
Social Security and an Old Farmer
Pop quiz. What are the chances the Social Security program will be around when today's Millennials reach retirement? (A) 100% (B) 50% (C)...
Feb 24, 20173 min read
The Drudgery of Getting Rich
This article isn’t for everyone. If you plan to be a lottery winner, or expect to be an entrepreneurial success, or anticipate a large,...
Feb 16, 20172 min read
bottom of page
