Q1 2018 Market Commentary

January got off to a fast start, with the DJIA, S&P 500 and NASDAQ leaping by 5.8%, 5.6% and 7.4%, respectively. Many market experts attributed that performance to a fantastic fourth-quarter earnings season and the passing of the Tax Cuts and Jobs Act of 2017. For backdrop, consider this from research firm FactSet: 77% of S&P [...]

By |2018-10-15T15:11:52+00:00April 15th, 2018|Resources|0 Comments

True Wealth is Having Financial Well-Being

Creating financial well-being is simple, but that doesn’t mean it is easy. The hardest part of it is controlling our emotions. Financial well-being is about having the freedom to make choices that allow us to enjoy life, having control over our finances, and having the ability to absorb financial shocks. It is not about being [...]

By |2018-10-15T14:39:40+00:00April 5th, 2018|Blog, Resources|0 Comments