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 Photo 2013

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

Keeping an Ear Tuned In to the Federal Reserve

Markets Report

 Our weekly market commentary reports that about 25 years ago, Peter Jennings interrupted General Hospital to tell the nation Coca-Cola had decided to bring back its original recipe. The nation was thrilled and sales soared. The Federal Reserve’s impending rate hike is about as popular as the New Coke; however, no soap operas were interrupted […]

Creative Planning

Retirement plan

In wealth management, creative thinking is both an art and a science. Watch this video to see how our creative ideas can help you visualize potential outcomes for your financial future.