2016 New Year Resolution paper

Resolution success can be hard for a number of us, so start by setting realistic goals. As the calendar turns, we look towards the New Year with optimism on what can be accomplished over the next twelve months. Not in terms of performance, as 2015 reminded us, much of that is out of our control. […]

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Man drinking coffee while using his computer

The recent market sell-off has garnered quite a bit of attention, and we wanted to reach out to let you know our thoughts. We know this kind of market activity is unsettling. This current slide in equity prices feels particularly unpleasant since the market has been mostly placid this year and has been on a […]

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Greece Debt image

For the last four years, whenever a news report emanates from Greece, it has been suggested as an excuse for the stock market advancing or declining. This quixotic response has caused undo nervousness as the latest Greek drama unfolds here in the middle of 2015. It is certainly possible they will agree to kick the […]

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Enon Robot shaking hands with creator

The latest salvo on the death of “traditional” investment advisors has been sent from those promoting the “robo-advisors” method of dispensing advice. The concept of automated wealth management is that the enlightened, new-Millennial are distinctive investors and they don’t have the time to talk with an advisor who can’t beat market performance anyway.

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Woman on beach watching boats

The numbers since the end of the quarter are not pretty: The S&P 500 Index as of this post is down 5.5%, and more surprisingly the yield on the 10 year Treasury is down to 2.01%! This pullback FEELS especially hard after the tepid nature of the market over the last nine quarters. The message […]

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