April 2019

Let’s begin this edition of Market Update with a quick review: The ISM (Institute of Supply Managers) and PMI (Producer Manufacturing Index) reports for the month ending March were again strong. They measure everything from factory orders to inventories, etc. This...

April 2019

It’s that time of year again. Did you make your 2018 IRA contribution yet? What percentage of your pay do you contribute to your 401(k)? When was the last time you reviewed the beneficiary(s) of any retirement plan you own? Stay nimble, be tactical and know what you...

March 2019

How much investment risk are you taking in your 401k plan? Do you think it’s too much or do you feel it’s not enough? What methods did you, or do you use when making investment choices? You know, you don’t have to go it alone. Maybe it’s time you and I...

February 2019

Shutdown…. weaker earnings forecasts….uncertain trade agreements….my oh my the attention given to fear and uncertainty. Don’t retreat, redeploy. Stay nimble, be tactical and know what you own

January 2019

Stock market corrections make every one of us, including me, uncomfortable. The US stock market hadn’t experienced a correction in nearly 2 years until last February and of course this latest bout that began in October. Share prices vary but shares are never lost...