News

  1. What Were the Winning and Losing Asset Classes of 2016?

    January 6, 2017 Every year we update our "Periodic Table of Asset Classes" or as we sometimes call it, our "Skittles Chart." We also include a balanced portfolio of various asset classes, as indicated by the yellow. View the Asset Class chart here.

  2. What are the biggest takeaways from 2016?

    December 27, 2016 This has been a unique year, to say the least, but we can say that about every year to some degree.

  3. Seven for 2017

    December 23, 2016 What would make this a really good year for you? Here are our suggestions for seven things to help you make 2017 a good year, personally and financially.

  4. The Fed Rate Increase—Not the End of the World

    December 14, 2016 We view this as good news. Why? Because it means that the economy is doing well. It takes more than just a 0.25% rate increase to derail equities into a bear market.

  5. Do You Have a Durable Power of Attorney for Your IRA?

    December 7, 2016 There are four main varieties of powers of attorney— limited, general, durable, and springing, but the focus of this article is on the "durable" variety.

  6. Should we be afraid of bonds?

    November 28, 2016 Interest rates have moved upward to be sure as of late, but sudden moves like this aren't uncommon.

  7. Putting the 19,000 Dow into Perspective

    November 22, 2016 The Dow Jones Industrial Average finally closed above 19,000 for the first time. Why do we say “finally”?

  8. 2016 Election Analysis

    November 11, 2016 Tuesday's election results have a lot of people wondering, what will this mean for policy and the markets going forward? Here's our take.

  9. What are the prospects for recession at this point?

    October 24, 2016 In the last advisor meeting, we offered an interesting visual that listed a variety of common signposts economists and strategists look to for determining where we are in the business cycle.