2018 and older
The Rise of ETFs Juiced by Smart Beta This week produced some market information which prompted a double take. The number of publically traded stocks in the U.S. has been surpassed by the number of exchange traded funds (ETFs). In…
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May 8, 2017 The market continued to touch new highs this past week. For some this might be the time of greatest personal wealth on paper, especially those with a large allocation to U.S. stocks. The key question during times…
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May 1, 2017 Last year the New York Times published an article called “A Dearth of Pioneers” noting that Americans’ pioneering spirit was disappearing as fewer and fewer Americans are willing to move for a new opportunity. Historically, going back…
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April 2017 The first quarter of 2017 was a good one for equity performance across the board. The S&P 500 was up 6.1%, small cap stocks were up 2.5%, and the technology heavy NASDAQ index was up 9.8%. Foreign stocks…
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April 24, 2017 Where do most folks want to live when they retire? The answer for the majority is simple – their existing home. Even my 88 year old mother fights to stay in her home, resisting as long as…
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April 17, 2017 If you want some very basic suggestions on retirement just go to the magazine display at Barnes and Noble. The headlines of the magazines are designed to catch our attention. My favorite articles are about the best places…
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April 10, 2017 Survey results can provide fascinating reading. They can give us insights into market trends, or tell us how we compare with others. This week two surveys provided information on a key area for most all of us:…
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April 3, 2017 A dramatic trend in US demography caught our attention this week. This trend will have a significant impact on our economy and the markets. As you have probably guessed, the change is all about the aging of…
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March 27, 2017 The U.S. is a very benevolent nation when it comes to charity. Many people, however, struggle with making decisions about charitable giving. We often have conversations with clients about philanthropy. Sometimes we’re asked about giving amounts in…
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March 20, 2017 As the great migration west gathered pace in the second half of the 19th century, families joined wagon trains, and, with all their worldly possessions on board, they set out in search of a better future. Always vulnerable…
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