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Living in an Uncertain World
It is an understatement to express that we live in an uncertain world – one not many of us would have imagined just six – seven months...


Looking Ahead
To one degree or another, we have all taken our turn at forecasting what lies ahead of us. Will schools re-open in the fall? Will we...


Do What You Can
General John Buford, commander of a Union Calvary force consisting of 2,500 men, sat horseback on a hill located in the Gettysburg town...


Stay the Course
Sometimes in a crisis situation we can forget why we ever chose to do something – an investment in a diversified portfolio of stocks...


Investments and Corona Virus
We have entered a Shock and Awe phase of the Corona Virus – that which was an ocean and more away from us is suddenly here on our...


Black Plague or Flu?
The Corona Virus has certainly captured our attention – as it should. Unknown health risks have the ability to concentrate our focus. ...


A Year and A Decade
With the closing of the 2019 year, we also closed a decade. From an investing standpoint, not only was it a very rewarding year; but...


For the Kids
We had an amazing opportunity to volunteer with a local non-profit organization FOR THE KIDS. They help feed the hungry elementary...


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...


2 Most Common Questions
There are some questions that we hear again and again as we discuss retirement with plan participants. The first is “How much do I need...
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