Yesterday’s market declines (the S&P 500 down 3.29%, according to FastTrack data) were entirely within the range of a normal adjustment. Despite the claims of talking heads, this doesn’t appear to be a “crash,” nor is it a reason to panic. It has been our outlook for the second half…
September 2018 Market Commentary
“So far, so good” is surprisingly how we are faring in the 3rd quarter of this year. We continue to remain in a seasonally questionable time, but overall the S&P 5001 is still holding above its long-term moving averages (see chart below). And while we’ve seen a slight rotation from…
Considering Retirement?
Ever wish you had a friend who had successfully retired and could tell you what you need to do? You’re not alone. After helping clients to retire successfully over the years, I’ve observed there are some common, practical steps that help lead to a smooth transition. Whatever retirement may look…