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 Jeff Deiss CFP, AEP, Wealth Advisor There have been several “head fakes” over the past few years where the consensus indicated an economic recession was imminent and yet here we are. We waste precious time and energy worrying about seemingly serious issues (quantitative easing (“QE”) after the financial crisis was going to be massively inflationary,...Read More

by Joseph Pecoraro Watching a child graduate from college is a joyous moment for all parents.  However, that joy can turn into stress and concern rather quickly.  We have successfully helped many clients navigate the expense of college tuition, books, room, board and other miscellaneous expenses that are not accurately represented on the “all-in bill” the...Read More

by Dr. Charles Lieberman Chief Investment Officer Overnight repo rates (repurchase agreements) soared on September 13 to around 10%, which triggered an outpouring of concern that the financial system might suffer a meltdown similar to 2008. Now, almost two weeks later, the concern focuses on the Fed’s almost daily injections of funds into the overnight market,...Read More

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

by Randall Coleman, CFA Portfolio Manager, CFA Hi. My name is Randall and I am an addict: I ride my bicycle long distances. I’m not one to brag, but most people that I know agree that riding a bike 200 miles in a single day qualifies as a “long-distance endurance event.” I completed my 64th...Read More

by Jeff Deiss CFP, AEP, Wealth Advisor “Olympic athletes are at the peak of their careers, but even they need rest days to stay healthy.  The markets and the economy are no different.  Sometimes they need to reset from record-setting performance, too.“ Following the recent stock market volatility in May, we wrote about emotional investing and...Read More

by David Lieberman Managing Partner, Portfolio Manager Last year one of the players on my 9-year-old son’s baseball team was hit by a pitch in the neck and was removed from the game. While initially scary, after some icing and time on the bench he was physically fine. Mentally, however, the event had a more enduring...Read More