My Wife's Investments are Growing Faster Than Mine

Is someone “managing” your money and your account holds 40-50 or more items?  You think - ‘good…many investments…some names I recognize… diversification…safety…should do well.’

The statements arrive monthly and you look at them. A picture does not emerge. You see little progress. You can not figure out “performance.”

Consumer Complaint? The Government Can Help.

President Reagan is quoted as saying, “The most terrifying words in the English language are: I'm from the government and I'm here to help.”

August 2017 Update

Dear Clients:

July 2017 Newsletter

Dear Clients:

June 30, 2017 Market Values Account Summary will be arriving in the mail within the next week.  It has been a good six months for the market.  The DJIA and the S&P 500 are up over 9%, the NASDAQ over 16%, and the MSCI World over 10%.  Total returns on bonds are up between 1 and 5% depending on type of bond. 

June 2017 Newsletter

June 5, 2017

What Happens When a Financial Plan or Financial Analysis is Completed?

Just like a positive medical examination, learning you are financially fit feels good, even exhilarating. Keep doing what you are doing but here are additional suggestions for staying fit! 


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