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Stress Test Your Financial Plan

Stress Testing Your Financial Plan In the current environment of COVID-19, oil prices plunging, and other uncertainties, it is understandable if you are questioning the stability of your financial plan, provided that you have one. Reviewing your life circumstances is … Continue reading >

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1st Quarter 2020 Market Review

Q1 2020 Market Review This report features world capital markets performance and a timeline of events in the past quarter. It begins with a global overview and continues with stock and bond returns in the U.S. and international markets. At … Continue reading >

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Market’s Response to Crisis

There have been a number of market crises throughout our lifetimes. Here are a few examples of how a 60% stock, 40% bond portfolio historically performed after these crises.

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Market Insights

Understanding market history is essential for investors with a long-term view. Disciplined investors have benefited by staying the course throughout market history. We hope that this insight helps you as you navigate your way through your investment experience.  

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The Bright Spots

We need a break from the elephant in the room, as we are sure that you can easily find 24/7 media coverage about COVID-19. The free flow of information is a good thing, but invariably the truth and falsehoods get … Continue reading >

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Third Quarter 2019 Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report … Continue reading >

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Financial Advisor, Wealth Advisor, Investment Advisor: What’s the Difference?

Once you’ve decided it’s time to get some professional financial help, you may be asking yourself: “Which type of financial professional is best for me?” From a financial advisor to an investment advisor to a wealth advisor, it’s helpful to … Continue reading >

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Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The … Continue reading >

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2019 Second Quarter Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report … Continue reading >

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2019 First Quarter Market Review

Featuring world capital market performance through a global overview as well as domestic and international returns of stocks and bonds, this report gives a complete timeline of the past quarter’s events. Additionally, the report offers insights into the investment fads … Continue reading >

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Tallahassee, FL 32317
Ph: (850) 877-0803 F: (850) 204-7532

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1755 Telstar Drive, Suite 300
Colorado Springs, CO 80920
Ph: (719) 301-1565

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