2001, 2017

Welcome to 2017!

By |January 20th, 2017|Uncategorized|

Welcome to 2017!

I hope you are well as we begin this new year!

2016 was a pretty crazy year. We began the year with some significant down turns across all the markets and increased volatility. Oil […]

1609, 2016

Focus is needed…

By |September 16th, 2016|Uncategorized|

The Weekly summary…
“Schwab Market Perspective: Round and Round We Go…
Liz Ann Sonders
Brad Sorensen
Jeffrey Kleintop
– September 16, 2016
Key Points

After August’s all-time highs followed by a stall, stocks were once again jolted into […]

1706, 2016

What is a fee-based, Financial Advisor?

By |June 17th, 2016|Uncategorized|

Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead, they want a relationship with a financial advisor who is candid, trustworthy, unbiased and provides personalized […]

103, 2016

Do you manage a company 401K or IRA plan?

By |March 1st, 2016|Uncategorized|

We believe there are some choices you need to be aware of that perhaps you hadn’t considered before.

Let me ask you a few questions:

Are you familiar with the difference between an RIA firm and a […]

1902, 2016

Market Commentary for February 2016

By |February 19th, 2016|Uncategorized|

Market commentary: insight from Colwyn Investments and Franklin Square Capital Partners.

Price Swings

Market volatility remained elevated this week, with the S&P 500 registering sharp declines and the yield on the 10-year Treasury note slipping to its […]

601, 2016

Our New Office!

By |January 6th, 2016|Uncategorized|


I hope you are doing well. I hope you enjoyed your Holidays and the New Year. As we look forward to 2016 I am very excited and hopeful, positive and optimistic. We will talk more […]

510, 2015

KSL Article on Medicare

By |October 5th, 2015|Uncategorized|

Sterling Jack was recently quoted in an article on KSL.com


We provided a three step guide that we created after years of experience in Medicare Insurance.

Check it out!


2708, 2015

Market Update

By |August 27th, 2015|Uncategorized|

Friends and Clients:

The last few weeks have seen some significant volatility in the markets.
I have been watching the markets very closely… I do not pretend to know what the future will hold, but the fundamental […]

1407, 2015

Market Snapshot: July 2015

By |July 14th, 2015|Uncategorized|

I read a number of analysts, but these comments from Liz Ann Sonders at Charles Schwab are very timely.

LIZ ANN SONDERS: Happy summer, everybody. Welcome to the July Market Snapshot. I’m Liz Ann Sonders and […]

806, 2015

10 Questions that every investor should be asking:

By |June 8th, 2015|Uncategorized|

Do we have inflation? Yes, the government measure does not tell the whole story.
Are interest rates going higher? Yes, but too much emphasis on this.
Is the Nation going broke? No, household net-worth is up and the government balance […]