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February 22, 2018

Google Trends and Market Sell-Offs

By James Behr Jr

Tuning out the noise of the media and those around you can be hard especially when it comes to your savings. Many people are subject to react to media headlines or recommendations and opinions from friends with their investments. Nowadays, people[...]

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February 14, 2018

Annual Returns and Intra-Year Declines

By James Behr Jr

The recent drawdown in the equity markets may be more “normal” than the 2017 equity markets. This sell-off has been scary for investors and has many people pausing to ask questions about their portfolios and the stock market in general.

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February 06, 2018

Our Insights on the Recent Market Sell-Off

By Scott Miller, Jr.

Keep everything in perspective: Monday's headlines were scary if you saw a headline like this: "Dow plunges more than 1,100, largest single-day point drop in history." Everything about that headline is true and Monday was certainly a miserable day[...]

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December 22, 2017

Wall St Analysts 2018 S&P 500 Projections

By James Behr Jr

As 2017 comes to an end, we like to take a look back at the projections for the S&P 500 index that top Wall St. strategist made for the year and what they are expecting for 2018. Returns in the S&P 500 were propelled by optimism of corporate tax[...]

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December 13, 2017

Pending Tax Bill: Items to Consider Prior to Year End

By Scott Miller, Jr.

Pending tax bill: items to consider prior to year end

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November 22, 2017

Happy Thanksgiving!

By Justin Capetola

Thanksgiving Letter 2017

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November 10, 2017

Closed-End Fund Year End Distributions for 2017

By Scott Miller, Jr.

Your online account value may appear lower than reality because of accrued (earned) but unpaid distributions. This does not affect values on your monthly statements because accrued but unpaid distributions are accounted for on them.

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October 26, 2017

Are You Being Treated Fairly? Probably Not!

By Scott Miller, Jr.

Finding a trusted advisor to partner with in managing your savings can be a daunting task, there are several attributes of that advisor and your relationship that should be taken into consideration. One of the most frustrating aspects of the search[...]

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August 15, 2017

How Much Are Fund Fees Costing You?

By James Behr Jr

Imagine you are driving down the road and notice the much-dreaded gas light is blinking on your dashboard. You pull up to an intersection and spot a gas station on the left, advertising a price of $2.75/gallon, and another gas station on the[...]

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July 18, 2017

Self Employed Retirement Plans: You Have Options!

By James Behr Jr

 

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