Category Archives: Uncategorized

A Journey through Time

Tuning Out the Noise takes viewers on a journey through the “lost decade,” featuring the media’s amplified coverage of headline events and pointing to the positive outcome that a disciplined investor could have experienced in the recovery. Tuning out the … Continue reading

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Savvy Negotiating: To Get to the Moon, Reach for the Stars.

April Thought Leadership: As a successful person, you know the important role negotiations can play in your business, your job or your everyday life. That’s why we are happy to bring you this month’s Flash Report, To Get the Moon, … Continue reading

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Sweeping Tax Changes

This morning, President Trump signed into law the most sweeping set of tax law changes in over 30 years.  It’s going to take some time to digest it all, but there are a few things we do know.  We are … Continue reading

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Active can’t keep up with the index

After reading this mornings Wall St. Journal and seeing how passive investing/indexing bests more than 90% of the Active managers out there OVER 15 years, it’s no surprise my email box if full of emails from the Active’s suggesting “tailwinds … Continue reading

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Market Review – 1st Quarter 2016

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2015 Review: Economy & Markets

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Market Review – 4th Quarter 2015

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Now More than Ever

Markets have been nothing short of disappointing and tough to negotiate for over a year now.  As we have gone through 2015, we have diligently rebalanced portfolios when appropriate and are producing returns consistent with what the market is allowing … Continue reading

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Market Review – 3rd Quarter 2015

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Market Review -2nd Quarter 2015

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