2nd Quarter, 2013 Review and Outlook

July 4th Holiday Office Schedule: The U.S. financial markets will close early…


Eyes on the FED

Schedule: I wanted to let all of you know that I will be out of the office from…


"Taper" is the Word?

The Markets: Last week, we examined various events that have led to a recent…


Social Security Update and May, 2013 Review

Social Security Update The 2013 Trustee’s report for Social Security was…


Fed Keeps Options Open

The Markets: All eyes seemed focused on the Fed last week with testimony on tap…


Memorial Day Weekend Ahead and the FED

Memorial Day Holiday: As a reminder, the stock and bond markets will be closed…


Consider What Upsets Us

Food for Thought: This past week I read a quote by a senior member of the…


Life in Perspective

Keeping Life in Perspective: Today, I attended the funeral of some dear…


2013 Client Event Reservations

April, 2013 Review and Outlook May 1, 2013  2013 F.I.G. Annual Client Event: If…


1st Quarter Performance Reports Available Online

First Quarter Performance Reports Posted Online: Your first quarter performance…