News & Blog

Wes Moss: Why 65 Is The New 45

Posted on July 22, 2019July 21, 2019

Did you know that our conception of “typical retirement age” was shaped over 100 years ago? In 1905, physician William… Read More

2019 Second Quarter Market Update

Posted on July 15, 2019

On July 1 the US marked 121-months of economic expansion – the longest period of growth without a recession in… Read More

Where Are We In The Economic Cycle?

Posted on July 12, 2019

Economic expansions send more than stock prices soaring. Such periods of electrifying growth also stimulate our emotions. When things are… Read More

Wes Moss: A Half-Century of Pain and Progress For Investors

Posted on July 9, 2019August 19, 2019

Every time we pick up the newspaper or turn on the news these days, we’re greeted with lurid headlines of… Read More

How and When Should I Move to a Safer Retirement Portfolio?

Posted on July 3, 2019August 16, 2019

When is it time to pull in your investment horns and play it safe(r)? That’s among the most common questions… Read More

The One Thing About Your Partner’s Personality That Can Influence Your Longevity

Posted on July 3, 2019August 16, 2019

Is your partner a couch potato or a gym rat? Could they eat fast food for every meal or do… Read More

America’s Growth And Resilience Despite Periods Of Adversity

Posted on July 3, 2019August 16, 2019

The day’s headlines can be terrifying: Trade wars, missile launches, oil tanker bombings. The media’s hit parade of horrors seems… Read More

How You Can Use A Financial Advisor To Help Empower Your Retirement Plan

Posted on July 1, 2019July 2, 2019

When it comes to prospective new clients, I love the skeptics. My favorite conversations happen with smart, accomplished people who,… Read More

How To Control Your Fear Of Investing

Posted on July 1, 2019July 3, 2019

Nothing stings worse than losing money. Investing is an inherently emotional process that encompasses the full range of feelings from… Read More