September 2019

And the magic carpet ride continues. Manufacturing flashed a slowing signal early in August for the first time in 10 years. Our economy is still growing albeit slower but the rest of the developing world continues to struggle. Think trade has anything to do with this?...

August 2019

Here’s a question for anyone working or retired, regardless of age or risk tolerance. In August of 2019 what concerns you most, the next 2– 4% gain in stock prices or the next stock market correction? …..Stay nimble, be tactical and know what you...

May 2019

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.

June 2019

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

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...