INSIGHTS

By: Mark Weiskind The S&P 500 was up 5.7% in January, after a 20%+ year in 2017.  But instead of enjoying this pleasant surprise, everyone seemed to be wondering if things were going too well.  Market volatility is historically low.  When will it snap back?  The [...]

By: Matt Garrott What Happened in 2017  Experts predicted that 2017 would be a difficult year for investors.  Looking back, they are now calling it an easy year.  All investors had to do was stay invested, but how ‘easy’ was that?  Half of a year-end Barrons [...]

By: Matt Garrott Everything went according to plan.  Now what?  After a lifetime of saving, it can be difficult to justify spending on things that we once considered frivolous. Meir Statman recently wrote a paper for the Financial Planning Association titled “Are Your Clients Not Spending [...]

By: Franco DiLiberto The Social Security Act was signed into law by President Roosevelt on August 14, 1935, as a social insurance net to protect the elderly from old age, poverty and unemployment.  Today, more than 93% of American workers pay into and are covered by [...]

By: Matt Garrott What Keeps Us Up At Night? The ghosts and goblins of Halloween are in the rear-view mirror so what keeps us up at night now?  Are macroeconomic conditions a concern?  What about political discord at home and abroad?  Maybe the dreaded Black Swan [...]

By: Matt Garrott Wealth management is often associated with the word “No”.  Got any hot stock tips?  No.  Should we be investing like that guy on TV?  No and a speedboat is not an investment.  Being negative all the time is no fun for us either, [...]