Economic Commentary Blog

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 […]

806, 2015

Welcome to Summer… 2015 update.

By |June 8th, 2015|Uncategorized|

Friends:                                                                                                                         June 2015

Summer is finally here and we hope you are well. We are looking forward to the second half of this year […]

2003, 2015

Social Security: How Much will you Receive?

By |March 20th, 2015|Uncategorized|

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 […]

1303, 2015

Colwyn President Sterling Jack cited in recent article.

By |March 13th, 2015|Uncategorized|

Dr. Sterling Jack was recently cited in an article posted by Louis DeNicola, an editor for
The article explores the cost of insurance and 12 tips to keep you from buying too much insurance.

How much […]

2002, 2015

Additional Link for some great Financial Calculators

By |February 20th, 2015|Uncategorized|

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:

There are some here that we do not have […]

1601, 2015

An Introduction to Alternative Investments by Sameer Jain

By |January 16th, 2015|Uncategorized|

This, from a friend of mine at AR Capital…

The alternative investments universe generally consists of investments outside
of publicly traded real estate, equity and debt. It includes investments ranging
from private commercial real estate, hedge funds and […]

1212, 2014

401 (k) Plans

By |December 12th, 2014|Retirement|

401(k) plans have become a widely accepted retirement
savings vehicle for small businesses. According to the
most recent data, an estimated 51 million U.S. workers
participate in 401(k) plans that have total assets of about
$3 trillion.
With a 401(k) […]

1212, 2014


By |December 12th, 2014|Retirement|

A SIMPLE IRA plan is a savings option for employers
with 100 or fewer employees.
This plan allows employees to contribute a percentage
of their salary each paycheck and requires employer
contributions. Under SIMPLE IRA plans, employees
can set aside […]