October 30, 2018

Investment portfolios should be invested on purpose and for a purpose. We’re working toward building and maintaining wealth for retirement, passing on a legacy, paying for college or other life objectives. Reacting to short-term market fluctuations may jeopardize those...

June 13, 2018

In the media world there is a saying: “Bad news sells”. If that is the case, then the financial media sure knows how to sell! A quick online search shows how pessimistic headlines dominate, even as things improve. Here are some examples:

“Stocks ‘Overval...

January 25, 2017

If you are one to pay any attention to the financial media (If you’re not, good for you!) then you have probably heard that the Dow Jones Industrial Average finally moved past the 20,000 milestone on January 25th.  To put this into perspective, the index hit a low of 6...

December 10, 2015

After the stock market experienced its worst quarter since 2011, it’s time to reflect and offer some advice on how to handle turbulence. Some of you may have looked at your September 30th statement with shock and disappointment.  The good news is that October was a gre...

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June 13, 2018

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