Insights

March 15, 2016

2016 Tax Season: Deadlines, Contribution Limits, and Strategies

Welcome to tax season 2016. At this point, you should have received your tax statements and have probably either met with or are scheduled to meet with your tax preparer.…

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February 17, 2016

Social Security Changes: What You Need to Know

There are some major changes coming through the social security pipeline, and a few that could impact you! If you are 62 years of age or older before January 1,…

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January 20, 2016

A Rough Start to The New Year

Stocks started out the New Year with a bang, though not in the direction investors were hoping for. As for 2015, it certainly ended on a whimper. For all of…

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January 11, 2016

2016 – Early Market Volatility

Many of you are probably wondering what caused all of the volatility in the stock market this week, and how it factors into our outlook for the remainder of the…

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November 13, 2015

Is This Aging Bull Getting Tired?

For the past 6+ years we have been hanging onto this bull and trying to ride it as long as possible. That strategy has served us in good stead as…

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April 1, 2015

The Fits and Starts Economy

The most recent employment report came in much weaker than expected and left some investors scratching their heads and wondering about the strength of this prolonged economic recovery. The US…

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January 31, 2015

What’s Different About 2015

It is that time of year again when market strategists roll out their predictions for the coming year and pen their thoughts on how they believe financial markets will fare.…

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