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Oct 22

Market Commentary – October 2018

by Robert Ryan

Stock Markets For the last quarter, stocks are up except for Emerging Markets, which were close to flat. Domestic stocks are seemingly shrugging off the uncertainties of increasing interest rates, [...]

Oct 16

Is Your Cash Earning Interest?

by Craig Buckhout

Interest rates are rising, and yet you may not be earning much on your cash.  As financial markets finally begin to reflect a recovery from the crisis of 2008-09, the [...]

Oct 12

Understanding Bond Returns

by Ethan Gilbert

We had several clients this year reach out to ask how bonds were performing in their portfolios. These are great questions, so we created a few items to address what [...]

Sep 20

What to Ask Your Financial Advisor

by Patrick Rohe, CFP®

How does/and how much does your advisor get paid? Fees matter.  It is important to know how much you are paying and the value you receive for that payment.  If [...]

Aug 16

The 5-year Countdown to Retirement

by Claire Kobylanski

While you should think about retirement planning as early as possible, the five years leading up to retirement are critical. If you believe you are 5 years or less away [...]

Jul 24

Market Commentary – July 2018

by Robert Ryan

Stock Markets Returns from various stock market indices over several periods ending June 30, 2018 are shown to the right.  Here are a few highlights: Domestic stocks continue to lead [...]

Jul 18

The Least Prepared in Decades

by Craig Buckhout

A recent headline in the Wall Street Journal declared, “A Generation of Americans Is Entering Old Age the Least Prepared in Decades.”  The article starts out by stating, “Americans are [...]

May 08

Investment Committee Thoughts from Friday 4/27/18

by Ethan Gilbert

Last week, we introduced you to our weekly Investment Committee meetings. When we met for class on 4/27/18, we began our discussion on the subject of an “optimal portfolio.” The [...]

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