Welcome to 2017!
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 […]
2001, 2017
1609, 2016
Focus is needed…
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 […]
1706, 2016
What is a fee-based, Financial Advisor?
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?
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
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!
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 […]
510, 2015
KSL Article on Medicare
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
2708, 2015
Market Update
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
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:
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 […]
