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Our Publications

401k Lifetime Income Estimates… Will You Feel More SECURE?

If you are fortunate enough to have a company sponsored 401K plan, you will likely see some new (and potentially confusing) illustrations on your statements in the coming months.  The changes are related to the 2019 Secure Act passed by congress.  The mandate requires 401k administrators to provide an estimate of “guaranteed lifetime income” assuming […]

Turn! Turn! Turn! – March Commentary

“Geopolitical conflicts and/or exogenous events do more to reinforce trends already in place, rather than act as a catalyst for change (in the markets) – Strategas Research Partners.”  Gold is rallying; oil is in a bull run higher; value style is besting growth while Tech is a pronounced underperformer.  And Bitcoin –who’s strongest advocates claim […]

Special Market Update: “Market BUMPS to Climb On”

Special Market Alerts are generally undesirable to write. That’s because we never intend to raise alarm or create uncertainty. How should investors think about the first 10% correction of this new bull market? Certainly a correction was due following 23 months since the March 23, 2020 bear market bottom. From that time, the S&P500 jumped […]

There’s Plenty More – February Commentary

We occasionally hear this idiom:  “There is more where that came from.”  It can be used in a negative, combative sense or in a positive, generous way.  The statement may be offered to a belligerent child – “if you do not shape up, there’s more to come.”  Alternatively, where there is strong achievement more success […]

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