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

By Dr. JoAnne Feeney Portfolio Manager The recent escalation in trade tensions, following Trump’s announcement that he intends to impose a 10% tariff on the remaining $300 billion of Chinese imports, has sent markets into another downward spiral and pushed volatility (as measured by the VIX) back above 20. A 10% tax on the rest...Read More

by Jeff Deiss CFP, AEP, Wealth Advisor With kids home from school and summer jobs on their minds, we thought we’d share some info on how you can provide some additional financial motivation and perhaps give them a bit of an education at the same time. You can open a Roth IRA in the name of...Read More

by Dr. JoAnne Feeney Portfolio Manager Nearly half of the S&P 500 companies have now reported results for last quarter and the vast majority of them are beating expectations. This is not as good as it sounds. Expectations were low to begin with and those “beats” continue to point to another quarter of lower earnings, relative...Read More