How We See It

Stretching For Yield

In today’s economic environment, safety is at a premium but bank account rates remain at historical lows.  This is persuading many investors to look for higher yields with their safe money. …

1940 = 2010?

Over the last few weeks, we’ve had a few clients call us with some understandable concerns regarding current stock market conditions.  They have asked whether it makes sense to sell…

Extreme Opinions

In the world we live in today, we are inundated with 24 hour news and information from more sources than ever before.  New gadgets and devices continue to roll out…

Nervous about the Stock Market?

Feeling a little nervous about the recent drop in the market? You’re in good company as it’s perfectly normal in this type of environment.  In fact, we’d be surprised if…

Time For A Financial Alignment

No one likes potholes. Not only because of the annoyance they create, but also the added cost of getting your car realigned as a result. Often times, you may not…

Pushing the Pedal

On most days when people start their cars, they trust that by pressing the pedal, their car will run smoothly. They don’t have to think about the complicated mechanics of…

Losing Money in a Top Performing Fund

In this issue of “Under the Hood” we reference an article written by Bob Veres and give some insight into our decision-making process when it comes to evaluating different mutual…

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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