Confused About Bitcoin?

Well, that makes two of us. Until a couple months ago I knew virtually nothing about Bitcoin. I consider myself well versed in finance and economics, but even after researching this subject I admit that I’m still confused. Read More

Medicare Enrollment Guidance

We spend a lot of time building and reviewing retirement plans with our clients. The exercise often focuses on financial assets vs. liabilities, retirement timeline, the proper investment allocation, and much more. Read More

Nov 10, 2017 Weekly Market Recap

Stocks got off to a good start this week, hitting new record highs on Monday and Wednesday, but gave back some gains in the latter half – a move that was somewhat attributed to the release of the Senate’s tax reform bill. Read More

Tax Reform: What You Need to Know

House Republicans revealed their long-awaited tax reform legislation on November 2nd. The clock is now ticking to approve the most sweeping overhaul of the tax code in 30 years – by the end of 2017. Read More

Nov 3, 2017 Weekly Market Recap

First, congratulations to the Houston Astros – World Champions!! The equity markets moved higher once again this week, with all three major indices settling at fresh record highs. Read More

October 27, 2017 Weekly Market Recap

GO ASTROS!!! OK, now that I got that out of the way – stocks began the week on a lower note as investors cashed in on last week’s record highs, but reclaimed their losses on Friday, thanks to an impressive batch of technology earnings. Simply put, Tech crushed it. Read More

The Uncommon Average

The US stock market has delivered an average annual return of around 10% since 1926. But short-term results vary wildly, and in any given period stock returns can be positive, negative, or flat. Read More

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