6 Year-End Retirement Plan Tips to help your portfolio be top performing

6 Year End Retirement Plan Tips to help your portfolio be top performingThe end of the year is approaching fast. For many of us, that means spending time with friends and family and eating way too much.  Before we get distracted from one of the happiest (and most stressful) times of the year, here are some year-end tips you may want to consider with your investments:Continue reading

Q2 2016 Capital Markets Update

We experienced a very quiet, low-volatility market for the first two months and 3 weeks of the 2nd quarter.  Then the Brexit happened!

For most of the quarter, equity investors continued the trend of climbing the wall of worry.  The quarter saw concerns over the job market (only 38,000 jobs created in May[1]), no growth in corporate earnings (for the 4th consecutive quarter), uncertainty over future Federal Reserve rate hikes, and anticipation of the British referendum over whether to stay in the European Union.  But in the midst of all these concerns equity markets slowly climbed higher.  It was not until June 24, when the surprise result came out of Britain to leave the EU, that the markets received a jolt of volatility.Continue reading