The Market Has Bad Breadth

Wall Street sign with flag

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 for seven months. For every sector that has delivered […]

Alaska Bike Trip and Market Review

Alaska Ron bike

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 clients and their guests will be held on Thursday, August 13, at our […]

Sleep More and Earn More Money

Grandpa napping with grandson

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 the same time zone). The sun sets […]

China, Earnings, and The Fed

Markets Report

Our weekly market commentary reports that there was a series of bad news last week, which drove U.S. markets lower. China’s wild ride isn’t over yet. The Purchasing Managers’ Index, a private measure of Chinese manufacturing, came in below expectations at 48.2, according to BloombergBusiness. Results below 50 indicate the sector is contracting. That doesn’t bode […]

Let’s Look Forward

Retirement Key

What can your future look like in retirement?  Watch this two-minute video to learn more about the value we can bring to helping you turn your retirement dreams into reality.                  

Investors Breathe Sigh of Relief

Stock trading chart

    Our weekly market commentary noted that investors around the world breathed a sigh of relief last week. It wafted many markets higher. The NASDAQ jumped by more than 4 percent. The Standard & Poor’s 500 Index gained 2.4 percent. France’s national benchmark index rose 4.5 percent, Germany’s was up 3.2 percent, Italy’s increased […]

Market Health Report – 2nd Quarter 2015

Ron resized

As the second quarter ended, Greece was making headlines for its June 30 default on a debt payment to the International Monetary Fund amidst increasingly fraught negotiations with its eurozone creditors; China was in the news for its very sharp short-term stock market decline and surprise interest rate cut; and Puerto Rico announced it would […]

Two Rules For Your Retirement

Road going through a wooded area

I have two rules related to planning for your retirement: #1 Don’t run out of money. #2 After you have Rule #1 solved, don’t forget to enjoy your young retirement years. As Americans we keep living longer. The Wall Street Journal article “Longer Lives Hit Pension Plans Hard” (February 24, 2015) states, “In its first […]

We Provide Solutions With Your IRA Rollovers

IRA Roth 401(k) nest eggs

What are some of the things that can happen if you don’t correctly handle transactions with your retirement accounts? For example, if you use the wrong terminology regarding IRA transactions, you could make mistakes. You could lose tax deferral status for your hard-earned savings for retirement. You could be forced to pay out unnecessary tax penalties. We can […]

Chinese Markets and the Computer Glitch

Markets Financial Business

Our weekly market commentary analyzes recent developments in Chinese stock markets, and then comments on the computer glitch that halted trading on the New York Stock Exchange for several hours last week. Many Chinese investors were so optimistic about the prospects for Chinese stock markets they bought on margin, meaning they borrowed money to buy stocks. […]