Greetings! I trust that this will find you well and enjoying life.   I want to challenge you about something today. Do you have too much cash sitting in the bank earning .25%? As we get older we tend to want more liquidity for security purposes which is understandable, however… ...

Greetings! I trust that this will find you well and enjoying life. It’s Veteran’s Day. In honor of the great sacrifices veterans make for our country and for the freedom they provide, I will dedicate this weeks’ weekly update to them. I want to encourage you to contact a vet… ...

Greetings! I trust that this finds you well and enjoying life. I have been thinking a lot about our children lately. The world they will experience in retirement will likely be quite different from ours. No doubt they won’t experience the same benefit level from Social Security and Medicare as… ...

Greetings! I hope that this finds you well and in good spirits.   Well here we are once again facing some potentially big economic uncertainty with the strong possibility of government shutdown because of budgeting issues in Washington. It’s beginning to feel eerily familiar isn’t it! How do you manage… ...

Greetings! I trust that this will find you well and enjoying life.   More confusion resulting from the federal governments’ actions caused big gains and losses in the markets last week. That’s beginning to sound all too familiar isn’t it! The final segment in our three part series on the… ...

Greetings! I trust that this will find you well and enjoying life. If you’re like me you have a huge sense of relief that at least for the time being we’re not taking military action against Syria. The markets certainly felt the same last week based on gains experienced. Furthering… ...

Greetings! I trust that finds you well and in good spirits. Last week I wrote about the importance of knowledge in regards to staying current on the economy and the markets. This week I want to begin a series on the three part process that we use in helping our… ...

Greetings! I trust that this finds you well and enjoying life and rested from Labor Day. Another down week across the board in the equity markets last week to close out a lackluster month. The old adage “dog days of summer” seems appropriate. For the month of August the DOW… ...

Greetings! I trust that this will find you well and in good spirits. Our regular readers will notice a new format in this weeks’ market update. The new format I believe is easier to read and absorb, therefore should be more beneficial. In my way of thinking it has more… ...