Archive for September 2014

Is It Time to Rethink Your Bond Holdings?

This year we have experienced surprisingly low volatility, which can be attributed to the monetary policy and a benign credit cycle. The low interest rate environment that we’ve had has really had an impact on the financial markets. As you are most likely aware, the Quantitative Easing policy is coming to an end next month…

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98% Solution

I want to share with you something called the 98% solution and why this is important to you. We recognize how hard it is to generate retirement income, especially in today’s low interest rate environment and low expectations in the stock market. While you are working and putting money into your retirement plan, you are…

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Is it Time to Rebuild Your Financial House?

If we think back to 2008, many people lost as much as half of their retirement accounts and savings. This is something none of us should have to experience again, especially if you are retired, or looking to retire in the next 5-10 years. Hopefully, you are in a better situation now that the markets…

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Beneficiary Blunders

Have you taken the time to create an estate plan or have you been thinking about needing to get a will, living trust, or power of attorneys in order? We often work with people who believe that after they get these written documents created, that they don’t need to think about it anymore. Often times,…

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