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...
The Power of the Mouse
Periodically as we see opportunity to take advantage of price discrepancies in the stock market we think will work in our favor, we buy...
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 –...
Why Participate in a 401(k) Plan?
There are many reasons – here is one: After a 30-year career as an administrative assistant at a company, a woman retires from her...
To GE or not to GE
We started an initial investment in the GE company about 16 – 17 months ago. At that time the stock price of GE had fallen by over 30%...
