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President Trump

President Trump

Surprising most observers, Donald J. Trump will be the 45th President of the United States. As we observed in our last newsletter, we believe the market is nonpartisan. That, unless “Donald Trump wins and literally does all the outrageous things he says he will do” there will not be an…

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2016 4th Quarter Newsletter

2016 4th Quarter Newsletter

“The Stock Market is Non-Partisan,”  Doug Ramsey, Leuthold Group Executive Summary: The elections are unlikely to have a significant impact on markets. Investors who seek reasonable returns can always do so (and have always done so) by owning the debt and equity of firms that are reasonably cheap, have reasonably…

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3 Life Changes That Call for Review

3 Life Changes That Call for Review

Financial planning is an ongoing process meant to build and protect your wealth as you go through life. Along the way, certain milestones can have an impact on your financial goals. When these crop up, it’s important to consider making adjustments to your strategy sooner rather than later. While it’s…

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