Opportunity to Review Your Financial Plan Over the last few weeks, the S&P 500 Index has made a meaningful recovery since its low point in March 2020. As you know, the past 16 months have been a roller coaster ride. The declines in...Read More
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Keeping a positive perspective in trying times Americans, along with their citizen brethren in virtually every county in the world, are faced with one of the most daunting challenges the world has ever faced. It is also a challenge...Read More
Good afternoon, The U.S. and Global equity markets continue to experience significant downside volatility and we are watching the situation carefully. Today’s (03/09/2020) steep decline at the opening of trading is being linked...Read More
In 2017, the S&P500 Index rose over 20%. Since 12/31/2012, the index has risen from 1,426 to 2,673 on 12/31/2017 1. When you factor in dividends, the growth on the S&P500 over that five-year period was close to 100%. 2018 had also seen...Read More
As a child, I’m sure you played some of the famous board games such as Candy Land, Chutes & Ladders, and Monopoly. Remember how frustrating it was to be rolling along, but then suddenly land on that one square that sends you back...Read More