The Bullard Bounce

Financial & investing terms

After a week that left investors wondering what’s next – much like fishermen on a lake as the wind kicks up and the water gets choppy – the wind settled and the fish started biting. Our weekly market commentary reports that U.S. stock markets posted their best weekly returns in almost two years last week. […]

You Don’t Have To Walk Alone

Virginia back roads

Planning for your financial future is a journey that you don’t have to take by yourself. Watch this 2-minute video to see how we can help you with your financial planning, tax planning, and investment management.  

Analysis of How the Markets Got Spooked

Analysis through a magnifying glass

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 fright night. Barron’s described it like this: “The Dow Jones Industrial Average […]

Market Health Outlook – 3rd Quarter 2014

Ron resized

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 hammered the markets in 2008 […]

“Keep Calm and Carry On”

Stock Market Traffic Sign Isolated

Our weekly market commentary reports that this slogan comes from a United Kingdom Ministry of Information propaganda poster designed to boost morale if the United Kingdom was invaded during World War II. Despite its current popularity, the poster was never distributed. The slogan offers some sound advice for anyone who was unnerved by last week’s stock […]

Our Approach as Retirement Investment Advisors

Eagle owl

We don’t buy and forget. I want to help you to understand the steps that I take so that my “buy and hold” strategy for long-term investing does not turn into “buy and forget.” The mission of our firm incorporates a focus on “proven, time-tested investment solutions.”  Such solutions for my clients include a proactive approach […]

3rd Quarter Recap

Taking the long view

Our weekly market commentary reports that during the third quarter of 2014, U.S. investors remained optimistic. All major U.S. indices pushed higher during the quarter despite mixed economic signals, monetary policy concerns, and geopolitical tensions. U.S. Treasury bond markets continued to confound investors and analysts during the quarter. Rates have remained low even with the end […]

Online Computers Cannot Know You As A Person

Financial planner explaining to a couple

We know our clients’ needs and goals far better than any computerized algorithm can. Watch this video to see the contrast between “robo-advisors” and our personalized approach to providing financial planning and investment management for you and your loved ones. Today there are more and more websites (“robo-advisors”) that offer to take your data, run it […]

Derek Jeter, Bill Gross, and the U.S. Economy

Wall Street sign with flag

Our weekly market commentary notes how last week offered some lessons in career management, economics, and investor impulse, among other things. Derek Jeter, the well-loved Yankees shortstop, finished the final home game of his career by smacking a game-winning hit. Throughout his last season, ticket prices for Yankees games soared on the secondary market with $16 […]

3rd Quarter 2014 Newsletter


Click the image to view the 3rd Quarter 2014 newsletter in pdf format.  To see an archive of past newsletters, please visit