The Case for 529s Throughout the years I have asked many affluent, intelligent and informed investors as to why they had not opened 529 accounts
Understanding Fiduciaries
Reliable, conflict-free advice. That’s what you usually want when you hire a skilled professional to help build and manage your financial portfolio.
Still Holding Steady
Global stock markets are trading near their highs and holding steady since our last post, mid-summer. Bond prices have generally held their gains off
Time to Re-balance?
Well, we've had a nice run in the U.S. stock market, especially if you look all the way back to the bottom in the spring of 2009. The question on most
Looking Ahead to 2017
Predictions are often easy to make, but even the best researched and considered predictions are often 180 degrees wrong. So for that reason, we are
Markets Adjust to the New Sheriff and His Crew
We're in the midst of a very large market rotation based on several anticipated economic policy changes. Although the President-elect is not easy to
September in the Rain?
July and August were good to stock investors after the Brexit dip. In the end, Q2 earnings came in mixed. That is; some stocks in each sector turned
2016: A Sea Change for the Markets
Almost 10 years of near zero interest rates has ended with yesterday's FOMC announcement. Short term rates will rise to 1.375% next year from .375%
Why Young Investors Should Love Dividend Stocks
More mature companies in more stable industries tend to pay dividends. Some might think that a younger investor would benefit more by owning smaller,