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 prices dropped to 15 year lows and there was global concern with China,

The Weekly summary... "Schwab Market Perspective: Round and Round We Go… By 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 action by mixed messages from the Federal Reserve (Fed). We continue

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 investor advising for each client. That search often leads them to a fee-based Registered Investment

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 traditional investment broker or benefits administrator? Has someone from your 401K or retirement

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 lowest intraday level since 2012, down more than 70 basis points from when

Friends: 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 about this in the coming weeks. I started off the new year with a

Sterling Jack was recently quoted in an article on KSL.com http://www.ksl.com/?sid=36737054&nid=1268 We provided a three step guide that we created after years of experience in Medicare Insurance. Check it out! Sterling

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 principles of diversity and long-term view will serve us well during this volatile

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 it's a pleasure to have this opportunity to share with you Schwab's insights on

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 sheet is very strong. Should we worry about economic reports? No, stop looking at