by Dr. JoAnne Feeney Portfolio Manager Investors may be pleased to realize that the S&P 500 has risen 19% year to date, even as they lament that the market has slowed down considerably this quarter, having risen just 0.9% thus far. Moreover, the ride has been a bumpy one, as the chart below illustrates, and reflects...Read More

by Jeff Deiss CFP, AEP, Wealth Advisor A colleague of mine made a statement years ago that I never forget.  He said, “I don’t know why investors are so focused on beating the S&P 500.  You can’t retire on the S&P!” I’ve thought about his statement ever since.  In fact, it’s difficult for me to avoid. ...Read More