“Summertime and the livin’ is easy”1, which makes it an ideal time for financial reflection and second-half of the year retirement income planning. Most successful endeavors start (and continue) with […]

In the middle of June, the Federal Reserve increased short-term interest rates for the third time in 6 months, with the benchmark Fed Funds rate increasing to a target range […]

It’s not always easy to plan for large expenses. Paying for college expenses is certainly one of them. Unfortunately, college tuition and fees have risen quicker than the average rate […]

Over the past few years, the U.S. dollar has marched higher driven by several factors including a recovering U.S. economy, expectations for tighter monetary policy, and sluggish growth prospects outside […]

The first quarter started off with a bang…a new president with new policies and a raise in the interest rates with promises of more to come.  On top of that […]

The investment landscape is full of confusing jargon, but one area that seems to baffle investors more than others is fixed income. In today’s interest rate environment, clients repeatedly ask […]

Throughout history, investors have discovered numerous ways to accidentally increase risk and reduce returns in portfolios. When people think about the acts that lead to long‐term poor performance, the two […]

The property recovery cycle has led to outstanding homebuilding and commercial real estate annualized returns relative to most other asset classes over the past five years. All cycles turn, however. […]

We believe a number of asset classes, sectors, and industries will experience tailwinds from the incoming administration.

In case you did not hear the news, Donald Trump will be our 45th President of the United States.  In advance of the election, our Investment Team compiled our lists […]