September 2020 Monthly Insight — A Lack of Foreknowledge

“We really can't forecast all that well, and yet we pretend that we can, but we really can't.” --Alan Greenspan, Former Chair of the Federal Reserve of the United States “Weather forecast for tonight: dark.” --George Carlin, American comedian Imagine yourself at the...

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August 2020 Monthly Insight — Pace of Recovery

“The pace of recovery looks like it has slowed.” —Jerome Powell, Chairman of the Federal Reserve, July 29, 2020 Last month’s Monthly Insight spoke briefly to our strategic general principals about the markets and investing. That short introduction was followed by...

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10 Things To Do Within 10 Years Of Retirement

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® Days of golfing, checking travel destinations off your bucket list, spending more time with the kids and grandkids, investing in a hobby…are these your retirement dreams? Most of us have at least a general idea of what we want...

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June 2020 Monthly Insight — Predict No, Plan Yes.

“Prediction is very difficult, especially if it's about the future.” -- Niels Bohr, Danish physicist, 1922 Nobel Prize in Physics Our job is to help our clients make good long-term decisions with respect to their portfolio allocation, investments, and most cherished...

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May 2020 Monthly Insight – Your Reward for Staying Calm

"The world is ruled by letting things take their course." – Lau-Tzu, ancient Chinese philosopher and writer “This time it’s different,” someone once said while panicking out of the market in a time of crisis. At some level, investors know markets go up and markets...

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February 2020 Monthly Insight – Embracing Volatility

“Don't underestimate the value of doing nothing” —A. A. Milne, an English author, best known for his books about the teddy bear Winnie-the-Pooh We hope all is well with you so far in the New Year. You have likely heard us plead the case that we must embrace volatility...

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