Market Outlook

If asked on New Year’s Day 2015, what factors would be determining the direction and volatility of the U.S. markets by the middle of the year, I would have guessed speculation about the U.S. Federal Reserve’s monetary policy. However, foreign matters, specifically...

Get ready for a 4,000-point Dow drop (???)

  Many clients have seen an article published online[1] which suggests the Dow Jones Index, a common measure for the performance of the U.S. stock market, could drop 4,000 points. Indeed, the first half of 2015 has certainly seen a lot of market volatility and...

Begin the Long-Term Care Discussion

There are three guarantees in life…..death, taxes….and caring for the elderly. The ‘long-term care insurance’ discussion is being avoided by many individuals who, in fact, would be prime candidates to secure this insurance sooner than they think they should. With 60...

What’s In Your Target Date Fund?

“Would the Target Date funds offered by my employer be a sufficient alternative to active asset allocation?” This is a question many investment professionals address regularly and there is no easy answer. However, contained herein is an attempt to describe Target Date...