Blog

January 15, 2019

Examining QLACs in 5 Easy Steps

What is a QLAC (Qualifying Longevity Annuity Contract)? A QLAC is a type of fixed income annuity that has special attributes and is held in a retirement account. Read More
January 15, 2019

The High Cost of Financial Panics

On January 12, 1819 Thomas Jefferson wrote to his friend Nathaniel Macon, "I have…entire confidence in the late and present Presidents…I slumber without fear." He did concede, though, that market fluctuations can trip up even ... Read More
January 15, 2019

Markets Relax and Rally – January 14, 2019

After months of volatility, markets relaxed a bit last week. For the first time since October, the S&P 500 went 5 days without a 1% gain or ... Read More
January 8, 2019

Avoiding 60-Day Rollover Mistakes in 5 Easy Steps

What is a 60-day rollover? A 60-day rollover is the distribution of funds from a qualifying retirement account payable to the account owner who then has ... Read More
January 8, 2019

Why Market Timing Doesn’t Work

I’ve begun reviewing what happens in market downturns in client meetings. While market expansions don’t have an expiration date, as investors, we do get lulled into a false sense of security which can make sticking with ... Read More
January 8, 2019

Markets Up—And Volatile – January 7, 2019

U.S. markets experienced more wild sessions last week before ending in positive territory as the recent turbulence continued. In fact, we are currently in the middle of some of the most volatile market performance in more than ... Read More
December 31, 2018

10 simple questions about the stock market plunge, simply answered

The stock market's gyrations have dominated headlines for a solid two weeks now, but things can't be as bad as they sound. Or can they? We looked at the numbers to put this crazy ...Read More
December 31, 2018

Year-End Special Edition: A Look Back at 2018 – December 31, 2018

The close of the year provides an opportunity for investors to step back and consider the wider financial landscape. This week, we’re reviewing some key issues that ... Read More
December 24, 2018

For investors, an ugly three months after 10 very good years

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December 24, 2018

Turbulence Continues – December 24, 2018

Last week, domestic markets had some of their worst performance in 10 years. The S&P 500 lost 7.05%, the Dow declined 6.87%, and the NASDAQ dropped ... Read More