Market Trends

posted on November 13th 2015 in Market Commentary with 0 Comments

Market Commentary  Let’s not forget that the biggest determinate of the success of bullish strategies (buying stocks, ETFs, mutual funds) is the market itself. Most things trend with the market. Markets always move around — but a series of higher highs and higher lows is a sign of a strong trend. #1 shows us the last […]

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Advisor Succession Planning: Why It Matters To You

posted on October 27th 2015 in Your Financial Advisor with 0 Comments

Hiring an investment advisor to help you properly prepare for retirement is a smart play. But, have you ever stopped to consider whether your advisor has planned for his own retirement—to ensure you aren’t left adrift when that happens? If you think most advisors have succession plans in place, you’d be wrong. A recent report […]

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