Articles

The Tech Opportunity

A large cap company is one that has a total market capitalization of $10 billion or more.  A blue chip company is a well-established and

What’s the UBER Economy?

Last week in my column about Airbnb, I coined a new phase: Uber Economy.  The Uber Economy is an economic evolution that we as consumers are

2nd Quarter 2014 ReCap

Closing Out 2Q 2014 Economic Activity Economic data improved during the second quarter after a weather-dampened Q1. – Confidence saw mixed results with all the

Lodging In The New Uber Economy

I was listening to one of my favorite morning radio talk show hosts this past week, and the subject inevitably turned to the World Cup.

Are Investors Growing Weary?

We have some BREAKING NEWS: A market drop will occur again. Just not right now. What we’re seeing right now are people still afraid of

Correction Call

Recently, we had an Investment Committee meeting and we were discussing the markets and a possible correction. After looking over NDR charts and some Bloomberg

Should You Buy A House Right Now?

The housing market is something that people have been talking about and watching like a hawk since 2007 when it completely fell apart. Some people

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A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

From First Job to Retirement—Plan Smart

Your free decade-by-decade guide to building a confident, fulfilling retirement.

Your Retirement Guide

101 Tips for a Smooth Transition