Tag: Investing

We Are a Fiduciary

March 28, 2017

President Trump’s directive to the Department of Labor (DOL) to review the Fiduciary Rule has brought to the headlines what it means to be a fiduciary and which investment professionals are deemed fiduciaries.

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2016 Market Review & 2017 Outlook

January 16, 2017

Wow what a year! As we have written during the course of the year, 2016 will be remembered as a “year of firsts.” Here are a few highlights of what happened during the course of the year that has never happened before: The first ten trading days marked the worst start to any calendar year in the S&P 500’s history, dropping over 8% to begin the year.

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Reverse Mortgages

November 29, 2016

If you watch much television then you have probably seen at least one commercial with a senior citizen celebrity encouraging you to consider a reverse mortgage. Reverse mortgages have been around since 1988 and now that the number of people entering retirement is rising quickly (almost 10,000 per day) many are considering this option as one of the tools available to fund their lifestyle.

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It’s the Most Wonderful Time of the Year

November 22, 2016

The holiday season is upon us. It has always been a great time to show thanks for what we have, reflect upon the year, and look forward to the year to come. It is also the perfect time for me to directly thank all of our clients who have entrusted so much to us. Some of you are brand new clients while others have been clients for decades.

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Republicans Have Historic Night

November 9, 2016

Whether you are a Republican or a Democrat, Donald Trump’s win came as a shock to the world. The U.S. market’s initial reaction was a free fall drop. The S&P 500 futures were down over 6% overnight. Foreign markets that were open fell.

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