Featured Post Market Commentary

Quarterly Insights: January 2019

2018 ended turbulently, with equity markets declining over the last three months of the year. Since reaching a September high, the major U.S. stock indices approached bear market levels, defined by de...
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Grow Wealth

Lessons Learned by a Patient Investor

I began my investment counseling career in 1979. The Dow Jones Industrial Average (DJIA) ranged between a low of 797 and a high of 897 that year (the ...
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Manage Wealth

Making Withdrawals from IRA Accounts

The purpose of this article is to describe IRA withdrawals for a typical retiree. It is not meant to be a comprehensive review of the subject, or to o...
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Manage Wealth

Saving for College

Parents today are faced with the long-term challenge of funding their own retirement accounts and simultaneously saving for their children's college e...
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