by Paul Broughton It’s mid-October which means fall football, playoff baseball, and beautiful fall scenery.  This fall, however, financial markets still seem to be experiencing above average amounts of uncertainty due to ongoing trade disputes and concerns over slowing economic growth.  And, quietly and somewhat reluctantly, the Federal Reserve Bank has increased its monetary accommodation and...Read More

by Jeff Deiss CFP, AEP, Wealth Advisor It’s that time of year when Medicare beneficiaries receive a barrage of television ads and mail regarding the fall annual election period (AEP).   Many aren’t sure whether the election period applies to them or if they need to take any action.  AEP runs from October 15 to December 7 each...Read More

by David Lieberman Managing Partner, Portfolio Manager I am a fantasy baseball geek. And, as a fantasy baseball geek, I get together with 10 friends from all over the country each year for a 7-hour fantasy baseball draft.  The methods that we use to evaluate the skills of a player have changed a lot and have...Read More