Boomer Retirement: Pig in a Python?

With some baby boomers turning 70 in 2016, there will be additional strain on Social Security, Medicare, public programs and private services. Will the US be up to the task of supporting the needs of a growing number of seniors and elderly? … [Read more...]

SEC Proposals: Ironic Harm to Mutual Funds?

Regulatory changes for financial services are common.  The environment is ever-changing, especially in periods following large market fluctuations.  These market disruptions offer a prime opportunity for regulators to propose new rules in … [Read more...]

Market Commentary – April 2016

It was a turbulent start to 2016. Ongoing concerns about slowing growth in China, weak growth globally, and falling oil prices sent stock prices plunging in January and February. Although most central banks maintained aggressive stimulus … [Read more...]

Why Create a Dynasty Trust and How to Maximize Your Contributions

Most people with substantial assets seek to protect them and manage their growth. A dynasty trust is a wealth management vehicle that will allow following generations to benefit from your forethought. Dynasty trust assets are distributed to … [Read more...]

Market Commentary – March 2015

Global divergence remained the predominant theme in the world’s financial markets during the first quarter of 2015. Specifically, while the U.S. economy continued to demonstrate modest gains, other leading economies struggled with slow or … [Read more...]

Market Commentary – December 2014

The theme of “global divergence” became more prominent during the fourth quarter as the U.S. continued to set itself apart from the rest of the world. While the U.S. economy gained ground, prompting the Federal Reserve to conclude its … [Read more...]

Market Commentary – September 2014

The second quarter’s financial market optimism gave way to a more subdued tone in the third quarter.  Investors digested the effects of uneven global growth – the U.S. moved toward modest, sustainable growth, while Europe flirted with … [Read more...]

Market Commentary – June 2014

After eking out small gains in the first quarter of2014, U.S. equities continued to climb higher during the second quarter, generating healthy returns for the first half of the year. The S&P 500 returned 4.7% for the quarter, once again … [Read more...]

Market Commentary – April 2014

Softer economic data globally and political unrest in several emerging markets made for a challenging start to 2014. The optimism that helped U.S. stocks gain more than 30% in 2013 faded quickly to start the New Year. Harsh winter weather … [Read more...]

Market Commentary – October 2013

Volatility returned this quarter in both stocks and bonds as central bank actions across the globe made headlines.  Both European and Japanese central banks gave dovish speeches this past quarter that were cheered by investors.  Japan … [Read more...]