How Long Will This Bull Market Last?

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Before the 4th of July holiday, all three major U.S. stock market indices closed at record highs, despite a slate of recent indicators that would suggest that the economy may be cooling down. As the present bear market has now officially been coronated as the longest...

Top 10 Questions I Receive as a Financial Advisor

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01-When can I retire? Like any good political/philosophical answer: it depends! The key question is how much is needed to meet you needs and wants in retirement. I’m reminded of a story from a podcast that I recently listened to of a client that was informed of an...

Market Selloff & Rebound

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Times like these conjure up all manner of emotions.  We want to take a moment to remind our clients (and ourselves!) of a few long-standing investment and planning axioms:   1.        Timing the market is a fool’s errand.  It “feels” safe to take risk off the table as...