Central Banks’ Easy Money Policies

Eurozone flags

Pioneer. Trendsetter. Trailblazer. Whatever term you decide to use, there’s no debate about the fact central banks around the world are taking a page or two from the U.S. Federal Reserve’s playbook. Our weekly market commentary reports that the Fed may have ended quantitative easing (QE) – its program of buying government bonds to keep […]

Is All This Stock Market Optimism a Red Flag?

Stock Market Traffic Sign Isolated

Contrarians – investors who bet against prevailing market trends – were probably nodding along as they read that headline in The Wall Street Journal back on January 18, 2013. Our weekly market commentary reports that the Journal cited the American Association of Individual Investor’s (AAII’s) Sentiment Survey, which showed about 46 percent of participants were feeling […]

Our Approach as Retirement Investment Advisors

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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 […]

The R Generation

Car lot

“The New Hire” is the name of a September survey published by PwC. It’s not about how to make newly-hired people more comfortable and productive. It’s about how the R generation – the latest rollout of industrial robots – is transforming manufacturing. More than one-half of the 120 manufacturing firms surveyed already have adopted robotics […]

Is It a Melt-Up?

Stock trading screen

You’re familiar with the word “melt.” Ice cream melts. Snow melts. You may have seen someone melt down (or have done it yourself). Right now, markets may be experiencing a melt-up, according to Barron’s. Melt-up is a counterintuitive term which describes a sharp, emotion-driven improvement in market performance. Last June, The Wall Street Journal blog […]

Let’s Hear It For Family Businesses!

People in the workplace

Family-owned and family-controlled businesses are a pretty important part of the global economy. McKinsey & Company recently noted: “In many ways, family businesses are stronger, more vital, and more important than they have ever been. Various estimates peg their share of global GDP [gross domestic product] at between 70 and 90 percent. While many family […]

We Provide Retirement Planning That Is Tailored For You

Retirement Key

You’ve built your nest egg over many years.  This video explains how we can help you enjoy the rewards of your life’s efforts through our integration of financial planning, tax planning, and investment management. We offer our complimentary tool of my$View so you can view your entire financial life in one secure place.  

The Fed Announces QE Closing Time

Markets Financial Business

Are central banks throwing a progressive party? You know, the kind of party where folks travel from house to house feasting and drinking and enjoying the offer of warm hospitality. Our weekly market commentary reports that for years pundits have speculated about what will happen to the U.S. stock market party when the spiked punch […]

Why Are People Worrying About Deflation?

Large green question mark

Deflation is a general decline in prices. For anyone who has been struggling to make ends meet that may not sound all bad. In fact, it’s not always bad. According to the Federal Reserve Bank of St. Louis, between 1876 and 1879, prices in the United States fell by about 5 percent per year, on […]

Watch This Video About Retirement Income

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To retire right, you need to know what to do with what you have saved.  Do you know your retirement options? Watch this video to learn more about the options available for you. Then give us a call at 712-256-4856 to arrange a time to visit together about your retirement dreams and your financial preparations to realize […]