June 2019

by | Jun 1, 2019 | Tidbit

It’s been said to sell in May and go away. Hmmmm. Maybe it’s time to rethink your exposure to risk and consider rebalancing your portfolio. Stay nimble, be tactical and know what you own.

April 2019

by | Apr 1, 2019 | Tidbit

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

by | Mar 1, 2019 | Tidbit

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

by | Feb 1, 2019 | Tidbit

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

by | Jan 1, 2019 | Tidbit

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...

December 2018

by | Dec 3, 2018 | Tidbit

Through 11/23, one of the largest Dow components and one of the largest NASDAQ components shed more than 25% of their respective share prices in just over 60 days. Amazing the influence a few companies have on the total stock market. Stay nimble, be tactical and know...