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Our Publications

Annuities: Free Lunches & Magic Bullets?

If you are at the doorsteps to retirement, you might regularly receive invitations to enjoy a free lunch/dinner as part of an “educational” seminar on various retirement, estate planning, or trust topics.  Often these invitations are made extra enticing by featuring a fancy restaurant for the presentation.  Yet as the saying goes, few of us […]

Trade War Worries Bring February Lows Back in Focus – Week Ended 3/23/18

It was one of the worst weeks for equities in recent memory as the S&P500 skidded -6% and the tech-heavy Nasdaq gave back -6.5%. The pressure over the last two weeks is bringing the lows set back in early February (following a 9 day pullback that commenced after all-time highs were set on January 26) […]

Agitation Overdone – Commentary for March

Early in February the S&P500 and other indexes fell into correction territory.  Recall, a correction in the financial markets is a 10% or greater decline from recent highs, which occurred on January 26th.  Pullbacks, even in strong uptrends, are historically considered normal.  But this was the first drawdown of -5% or more in 404 trading […]

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