Information & Education

Market Commentary

US Market’s overall valuation has changed to undervalued, relative to historical ranges. Exposure to weakening emerging markets, which are commodity sensitive should be limited.

Read full story

Last Week’s Market Dive: Gambling vs. Investing

While everyone is trying to enjoy these last few weeks of summer, the stock market is trying to ruin the party.

Read full story

Market Commentary

U.S. Economic data continue to be strong. Job creation continues to grow, as do housing starts.

Read full story

The Ruling in Tibble v. Edison: Huge Victory for Participants

Plan Sponsors have a continuing duty to review investments in Retirement Plans and to decide whether or not to keep or sell them.

Read full story

Who Wants to be a 401(k) Millionaire?

It is very possible to retire a millionaire! Follow these 5 easy tips to make sure you are on track.

Read full story

The Market: Chin Music

The first quarter of 2015 is, thus far, looking a lot like ‘14. Our 2015 market is waiting with great anticipation to see what the Federal Reserve Board has in store.

Read full story

“We’ve Come So Far…and the Future Looks Bright”

Before we take a look towards the future, let's reflect on where we have been.

Read full story

What Tibble V. Edison Means for Your 401(K) Plan

What if you could purchase your investments at “cost” but instead were forced to buy at full retail markup? Edison International employees didn’t like it and fought back. Their fight may change the playing field for all of us.

Read full story

Contrary to Popular Belief…The Sky is Not Falling

What just happened? Does a modest Market correction have us running for the hills? What is really going on?

Read full story

The King is back, so is the Market

Encouragingly the second quarter has done an about face with May and June proving to be two of the best months of the year, with broad participation across all global equity markets. So what is going on?

Read full story


Questions? Fill out the form below:

Fill out my online form.

Latest Updates & Information

4 Q 2018 Market Commentary

The U.S. economy continues to stay in very healthy territory. Unemployment has stayed below 4% for many months while not showing the feared effect that an undersized labor force would have on productivity, and only showing mild wage inflation.

Read full story here

3 Q 2018 Market Commentary

The 3rd quarter continued the economic progress seen so far in 2018. This good progress was seen in the extension of a bull market through Q3.

Read full story here

2 Q 2018 Market Commentary

The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.

Read full story here