Analysis through a magnifying glass

Analysis of How the Markets Got Spooked

It’s a little early for Halloween, but markets sure got spooked last week. Our weekly market commentary notes that after a 21-month ride to mid-September highs, stock markets jolted and shook investors last week like the scariest roller coaster at an amusement park’s … [Read More...]

Pie chart

Small Ball

The Royals have won their way to the World Series! How have they done it? Primarily, by playing "small ball" - great pitching, great defense, stealing a lot of bases, and timely hitting of singles and doubles. In our approach to investing, that's what we do by using … [Read More...]

Ron resized

Market Health Outlook – 3rd Quarter 2014

I have a few natural concerns as there is a bit of worry in the air – from Ebola to slowing global growth.   This is a natural process as the markets reflect the tug and pull of supply and demand working itself out with spits and spurts. Since the Great Recession which … [Read More...]

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        1. Learn about "Who We Are," "Serving You," and "Are We Right For You?" on our website. 2. Compile your vital personal documents and information about your financial accounts. 3. Jot down any questions you may have related to your retirement planning, your tax issues, and/or how we take care of our clients. 4. Call us to schedule a discovery meeting with Ron or … [Read More...]