top of page
STAY IN THE KNOW
Search


10 Questions to Ask Before You Hire a Financial Advisor
Are you evaluating a Financial Advisor? Here are 10 questions that should be asked before you hire an advisor. The right advisor will welcome every one of these. The wrong one will deflect. Hiring a financial advisor is one of the most consequential decisions you'll make with your money. Before you sign anything, ask these ten questions, and pay close attention to how directly each one gets answered. 1. Are you a fiduciary 100% of the time? Not "sometimes." Not "when it appli


2026 Q1 Outlook: Beyond the Noise
As we turn the page into the first quarter, the economy feels a bit like a driver easing back onto the highway after a long construction zone. The road is open again, visibility is improving, but no one is flooring the gas pedal just yet. And that’s not a bad thing. Over the past couple of years, investors have been conditioned to react quickly — to inflation headlines, rate hikes, geopolitical noise, and sudden market swings. Entering Q1, the dominant theme isn’t urgency.


October Quarter cast
Economy – GDP Last quarter we reduced our economic growth outlook for the US from 2.8% for the year to a range of 2.2 – 2.5%. We aren’t...


07-10-2019 Quartercast
At the beginning of the year we gave the following estimates as part of our forecast for the 2019 year: U.S. GDP growth 2.8% 10 Year U.S....


Tariffs, Trade Wars & Markets
President Trump seems to be treating tariffs as his newest play toy and remedy to any real or perceived problem with another country –...


4-9-2019 Quarter-cast
Stock Market The U.S. stock market has bolted out of the starting gates this year like a three year- old thoroughbred colt at the start...


First Quarter Forecast-2019
It’s that time of year when our thoughts turn to resolutions, goals, refreshing of bucket list ideas and even a bit of rumination...


2019-The New Year Ahead
It’s that time of year when our thoughts turn to resolutions, goals, refreshing of bucket list ideas and even a bit of rumination...


End of Year Check
It is hard to believe that another year has come and gone. For a lot of us, open enrollment season is just wrapping up for most...


Risk and Reward
Volatility or big moves in the stock and bond market have been occurring regularly over the past few months. We don’t seem to mind the...
bottom of page
