Wall Street sign with flag

The Market Has Bad Breadth

Our weekly market commentary declares that the market is flat. That’s right. It’s a rare occurrence – something that has happened just 12 times since 1926, according to Fortune – but the Standard & Poor’s 500 Index (S&P 500) has remained in a narrow trading range … [Read More...]

Alaska Ron bike

Alaska Bike Trip and Market Review

You are invited to see Ron's pictures and hear his stories from his Adventure Cycling bike trip in Alaska. He will also be providing a review of the markets so far in 2015, and will provide further insights about our planning and investment process. This event for our … [Read More...]

Grandpa napping with grandson

Sleep More and Earn More Money

If you sleep more, you may earn more money. Researchers who were trying to evaluate the importance of sleep focused on two American cities in a single time zone: Huntsville, Alabama (on the eastern edge of the central time zone) and Amarillo, Texas (on the western edge of … [Read More...]

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Risk within a maze

Free Portfolio Risk Analysis

Click on this link to take our brief risk assessment. Then call us to schedule a meeting with one of our advisors to discuss how we can design a portfolio that fits with your investment needs and goals. … [Read More...]