Category: Finance

Finance

Tax Season: Important Actions to Take

Tax season is upon us! As you know, that means you must file your taxes by April 15, unless you ...
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Finance

2016 Politics and Central Banks

2016 has brought into focus politics and central banks simultaneously. The 2016 U.S. presidential primary campaign is unprecedented, according to ...
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Finance

The United States’ Obsession with China

The main headline on the cover of the January 16, 2016 issue of The Economist reads: Everything’s under control: China, ...
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Finance

Did You Make the Social Security Cut Before the Loopholes Closed?

You may have heard the chatter about some Social Security loopholes being closed as part of the budget deal struck ...
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Finance

Why We Don’t Like Bond Indexes

Most investors know that most stock indexes like the S&P 500 are weighted by size or market capitalization as it ...
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Finance

Actions Speak Louder Than Words: The Visit of China’s President Xi Jinping to America

President Xi Jinping of China arrived in America the week of September 22 (during the same time that Pope Francis ...
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Finance

Planning for Market Volatility and the Trouble with Target-Date Funds

As part of our ongoing financial planning work, we assist our clients by recommending an allocation for their retirement plan ...
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Finance

Is There an Opportunity in Energy Stocks?

In our investment management experience, investors fall into one of two camps when looking at an investment that has dropped ...
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FinanceMarket Analysis

Market Analysis Video – March 2015

Stocks pulled back in in March. Despite two down months in the first quarter, stocks were able to produce a ...
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