19 02, 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 lowest intraday level since 2012, down more than 70 basis points from when

6 01, 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 about this in the coming weeks. I started off the new year with a

5 10, 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

27 08, 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 principles of diversity and long-term view will serve us well during this volatile

14 07, 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 it's a pleasure to have this opportunity to share with you Schwab's insights on

8 06, 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 sheet is very strong. Should we worry about economic reports? No, stop looking at

8 06, 2015

Welcome to Summer… 2015 update.

Friends:                                                                                                                         June 2015 Summer is finally here and we hope you are well. We are looking forward to the second half of this year as we learn more about medicare benefits for 2016 and review some of our

20 03, 2015

Social Security: How Much will you Receive?

Social Security: How Much Will You Receive? Social Security benefits are a major source of retirement income for most people. When you begin taking Social Security greatly affects the size of your benefit. Your Social Security retirement benefit is based on the number of years you've been working and the

13 03, 2015

Colwyn President Sterling Jack cited in recent article.

Dr. Sterling Jack was recently cited in an article posted by Louis DeNicola, an editor for Cheapism.com. The article explores the cost of insurance and 12 tips to keep you from buying too much insurance. Link: How much insurance do I need?

20 02, 2015

Additional Link for some great Financial Calculators

A friend of Colwyn was looking for some calculators, using the ones we have under our links section and forwarded me the following as an additional resource: http://www.ignitespot.com/financial-calculators There are some here that we do not have on our site...

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