Portfolio Strategy Review 2017

Markets not only continued to defy gravity, the ascent accelerated! And the 2018 predictions are in. Drum roll please: Allan Roth: US stocks will return between -21.7% and +34.7%; international stocks between -26.4% and +42.4%. Thanks Mr. Roth. Did you really want...

The Conflicted Sale

A referral from a trusted adviser like one’s CPA usually helps to take some risk out of the selection decision. However, just because a CPA works with numbers and is tax savvy doesn’t mean they are fully aware of the investment landscape nor motives that may work...

When the Message is Clear

I was doing a 401k education and enrollment session at one of the health care clinics I service. One of the attendees was especially attentive and she was taking very detailed notes. After finishing the presentation, she approached me for some more information: “I...