Category Archives: Uncategorized

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

Posted in Uncategorized | Leave a comment

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

Posted in Uncategorized | Leave a comment

Market Review – 1st Quarter 2016

Share on Facebook

Posted in Uncategorized | Leave a comment

2015 Review: Economy & Markets

Share on Facebook

Posted in Uncategorized | Leave a comment

Market Review – 4th Quarter 2015

Share on Facebook

Posted in Uncategorized | Leave a comment

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

Posted in Uncategorized | Leave a comment

Market Review – 3rd Quarter 2015

  Share on Facebook

Posted in Uncategorized | Leave a comment

Market Review -2nd Quarter 2015

Share on Facebook

Posted in Uncategorized | Leave a comment

2014 Review – Economy & Market

< Share on Facebook

Posted in Uncategorized | Leave a comment