Insights2023-06-20T19:57:42+00:00

INSIGHTS

Market Commentary: Year-End 2017

By |January 3rd, 2018|

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 [...]

Now What?

By |December 4th, 2017|

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 [...]

Social Security: A Primer

By |November 28th, 2017|

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 [...]

Halloween Frights

By |November 6th, 2017|

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 [...]

Good News from Dismal Headlines

By |October 9th, 2017|

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, [...]

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