Monday, June 20, 2016| 1 Comment
Brexit and The Fed The market made a steady move from mid-May into June which ended within 1% of all-time highs on June 9th. From there, volatility entered the market again over concerns about the Fed’s decision on interest rates and whether or not the U.K. would leave the European Union when they vote next… Continue Reading…
Estimated reading time: 4 minute(s)
Tuesday, April 12, 2016| 1 Comment
Quarterly Market Overview April 11, 2016 The first quarter and year began with the worst five day start in market history. A mid-January attempt at a bounce failed and the market made a correction low on February 11th. We released a post to the Latest News section of our website on February 8th to calm… Continue Reading…
Estimated reading time: 10 minute(s)
Wednesday, March 9, 2016 | Leave a comment
Do you have the ability to see your full financial picture on-line? Are you aware of all of the functions in Blueleaf? Blueleaf has the ability to show you a weekly snapshot of your entire financial picture. You can add your credit card accounts, mortgages, loans and even important documents. I recently heard… Continue Reading…
Estimated reading time: 4 minute(s)
Tuesday, February 23, 2016| 1 Comment
Don’t forget to make your 2015 IRA contributions. The cut-off date for 2015 contributions is April 15, 2016. If you have not contributed to your IRA account, you still have time. Contribution limits for Traditional IRA’s are simple. For individuals under age 50 the maximum you can contribute is $5,500. For individual’s over age… Continue Reading…
Estimated reading time: 3 minute(s)
Monday, February 8, 2016| 1 Comment
After a couple weeks of stabilization, market volatility spiked again on Friday and is persisting again today. The weakest sector is technology and even the larger names are being hit due to global growth concerns. Defensive dividend paying stocks are holding up well including utilities which are actually up for the year. It seems to… Continue Reading…
Estimated reading time: 4 minute(s)
Thursday, January 21, 2016 | Leave a comment
After the writing of our Quarterly Market Overview on Monday the 11th, the market tried to find a near term bottom through Thursday when we got a bit of a relief rally. Then came Friday and the market opened extremely weak as oil fell below $30 a barrel. There was some buying off the mid-day… Continue Reading…
Estimated reading time: 5 minute(s)
Monday, November 30, 2015| 1 Comment
Last month I was fortunate enough to be published for the 2nd time this year on Fortune.com. Passing assets to heirs as tax-efficiently as possible is a real worry for many successful Americans. There are a few little known, but very effective ways to keep more money “in the family”. Working with a skilled financial… Continue Reading…
Estimated reading time: 2 minute(s)
Monday, November 23, 2015 | Leave a comment
2015 has been a very wild ride for the average investor. A few market indexes hit all-time highs earlier this year only to claw back all gains. Since the beginning of the year we’ve had a wild seesaw ride. We continue to actively to identify trends to make sure if there is a downward trend… Continue Reading…
Estimated reading time: 12 minute(s)
Tuesday, November 3, 2015 | Leave a comment
It sure is nice to present some good news this week. Our asset management team is diligently analyzing the economy and markets for your protection. Our Recession Probability Analytics are showing strength returning to the economy for the first time in months. Please read this short message from our Chief Investment Strategist Jason Wenk…. Continue Reading…
Estimated reading time: 11 minute(s)
Monday, October 26, 2015| 1 Comment
Last week we saw a rally in the market caused by a number of factors. Is it time to take off the gloves and chase the rally? We believe in a methodical disciplined approach to investing for your retirement. Now is not the time to get overly excited. Then next 14 days could help us… Continue Reading…
Estimated reading time: 10 minute(s)
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