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Other articles filed under Market Commentary

Avoiding 8 Big Mistakes in Retirement

December 10, 2017 - Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and...
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5 Retirement Questions You Should Ask Yourself

October 25, 2017 - One topic that comes up often in conversations with our clients is retirement planning. While goals and dreams may differ, there is one common theme — financial security. More specifically, many ask the question, How much monthly income will I...
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Climbing to New Highs

August 31, 2017 - A recent report revealed that the S&P 500 Index has closed at 42 news highs since July 11, 2016. That’s the day the S&P 500 hit its first all-time closing high in almost 14 months. A quick review of data...
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Finding the Right IRA Match for You

August 24, 2017 - All investments have a combination of benefits and limitations for its investor. Individual Retirement Accounts (IRAs), however, also have nuanced eligibility requirements based on your employment type and income level. Selecting a retirement account isn’t always easy to navigate which...
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Do Robo-Advisors Dream of Electric Clients?

July 5, 2017 - A Book Review: “Those who remain covet any living creature, and for people who can’t afford one, companies built incredibly realistic simulacra: horses, birds, cats, sheep. They’ve even built robot (“robo”) financial advisors. Immigrants to Mars receive robo advisors so...
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