Archive for Diversification

2018 State of the Markets Now Available

2018 State of the Markets Now Available

2018 State of the Markets Now Available Welcome to the State of the Markets address. It was a very rocky month of February with a lot of things going on and many people have questions regarding the recent market fluctuations. In this State of the Markets we will be discussing what happened in 2017, what […]

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Posted in: Blog, Federal Benefits, Financial Planning, Investment Management, Market Commentary, Risk Management, World Economy, Housing Market, Federal Reserve, Inflation, Diversification

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The Best January Since 1989

Today, the day I’m writing this, is January 29, 2018 and we have a couple of days left in the month. I have some business travel this week so I’m writing this a little early. The data I’m presenting here is not going to be accurate as of the end of the month obviously, because […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update, World Economy, Housing Market, Diversification

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The Importance of Diversification

It’s December 4th as we record this and what an interesting month we had in the month of November. But before we get to that I just want to say that I hope you’re having a wonderful holiday season with all of your family member and I hope that this holiday season brings you the […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Tax Planning, Year-End Planning, Monthly Economic Update, Diversification

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