17 Financial Resolutions for 2017

2017-01-05T17:38:44+00:00January 5, 2017|Blog, General Financial Planning|

With the start of the new year, now is the time to start thinking about how you’ll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people have celebrated the start of their new year by making promises to change their behavior or improve themselves. And it’s no wonder why: While New Year’s resolutions can be hard to keep, they may also make you more than 10 [...]

Special Update: 2016 in Review

2017-01-03T19:22:00+00:00January 3, 2017|Market Commentary|

Weekly Update – January 3, 2017 Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes. While international stocks in the MSCI EAFE added 0.56%, all major U.S. indexes declined. The S&P 500 lost 1.10%, the Dow was down 0.86%, and the NASDAQ gave back 1.46%. For the first time since November 4, the indexes posted three straight days [...]

4 Things Retirees Can Learn From Peyton Manning

2016-08-24T13:35:08+00:00August 24, 2016|Market Commentary|

After 18 years and a very successful career in the National Football League, the Denver Broncos’ star quarterback, Peyton Manning, retired in 2016 at the age of 39. We wish him well and hope he made the preparations needed to enjoy a long, comfortable retirement. If he did, he’ll be in the minority. Research shows that an estimated 60% of retired NFL players go broke within five years of retirement; nearly 16% declare bankruptcy (http://fortune.com/2015/04/15/nfl-players-bankrupt/ [...]

Don’t Overspend This Holiday Season! Here’s How…

2013-11-21T19:17:15+00:00November 21, 2013|Blog|

I took my two-year old daughter, Lexi, to Trader Joe's yesterday to buy two turkeys. Over the past couple years I’ve picked up the hobby of smoking meat, so I’m going to try smoking a turkey for the first time, and just in case something goes wrong, I'm going to fry the other one.  If you've never gone to buy a turkey at Trader Joe's – do it, and take a child with you.  Lexi [...]

Market Commentary: Crisis Averted

2013-11-12T23:45:29+00:00November 12, 2013|Market Commentary|

The US Markets had a slight pullback in the final week of the month, but finished October overall with solid gains. The highlights of the month were once again centered on politics and the Federal Reserve. The global economy collectively breathed another sigh of relief on October 16th. With less than 24 hours before the U.S. Treasury would have run out of borrowing room, Republicans and Democrats struck a deal that ended the 16-day government [...]

May Market Commentary: Why We Remain Cautious

2013-05-16T17:36:23+00:00May 16, 2013|Market Commentary|

The markets continued their climb higher last month, with the exception of the Russell 2000 which consists of small-cap companies. However, economic data points continue to show weakness. Below is a chart showing the economic data that was released the last week of April, as well as a column indicating whether the data was positive or negative. There are two points that have question marks in the positive and negative column; this is on purpose [...]

February Market Commentary: Market Correction on the Horizon?

2013-02-14T01:21:54+00:00February 14, 2013|Market Commentary|

January saw Congress vote to kick the debt ceiling can down the road for a few more months.  This means that there is now a temporary suspension of the debt ceiling until May 19th.  The bill, known as the ‘No Budget No Pay Act of 2013’ directs both parts of Congress to adopt a budget resolution for fiscal year 2014 by April 15, 2013.  If either part of Congress fails to pass a budget, members [...]

Post-Election Market Commentary

2012-11-09T01:29:26+00:00November 9, 2012|Market Commentary|

The buzz-word on Wall Street the day after the election was ‘uncertainty.’  While investors now know that President Obama has been re-elected, two significant sources of uncertainty in today’s marketplace remain: the so-called fiscal cliff and the debt ceiling. In a market where political and economic uncertainty continues to prevail, investors will be best served to consider the scenarios that could play out for various economic events. THE FISCAL CLIFF When the lame duck Congress [...]

Global Indicators Remain Weak: October Market Commentary

2012-10-04T13:27:56+00:00October 4, 2012|Market Commentary|

For the month of September, the Dow Jones Industrial Average rose 2.65%, the Nasdaq Composite rose 1.61%, and the S&P 500 rose 2.42%, all for their fourth consecutive monthly advance. At this point, we think the potential for substantial gains in the markets are at a high point until some of the structural issues facing the global economy are truly addressed versus being papered over or jawboned.  We continue to monitor the technical indicators and [...]

Monthly Market Update: June 2012

2012-06-11T16:40:01+00:00June 11, 2012|Market Commentary|

There’s a popular stock market adage that says “Sell in May and go away,” due to the belief that the months of November-April have significantly stronger growth on average than the months of May-October.  This May sure didn’t do anything to disprove that theory.  The past month was arguably the worst the markets have seen in two years with losses over 6%. May started with a disappointing non-farm payrolls report to cap the first week [...]

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