“I am prepared for the worst, but hope for the best.” - Benjamin Disraeli, British statesman and novelist On May 23, 2019, the U.S. House of Representatives, in a near-unanimous vote of 417-3, passed the Setting Every Community Up for Retirement Enhancement (SECURE)...
"It was impossible to get a conversation going, everybody was talking too much." —Yogi Berra, Major League Baseball player, manager and Baseball Hall of Fame member You’ve heard it said before—never discuss religion and politics. It’s easy to understand why. Some...
“Stay in your seat come times of trouble. It’s only people who jump off the roller coaster who get hurt.” – Paul Harvey, American radio broadcaster for the ABC Radio Networks Over the last five years you have received our Monthly Insight letter. The purpose of...
“Markets typically like gridlock in D.C.” --Joseph Song, U.S. economist at Bank of America Merrill Lynch Headlines On September 24, Speaker of the U.S. House of Representatives, Nancy Pelosi, officially called for an impeachment inquiry into President Trump. Although...
"Come to the woods, for here is rest. There is no repose like that of the green deep woods. Sleep in forgetfulness of all ill." -John Muir, advocate for the preservation of wilderness in the U.S. known as the “Father of the National Parks The Economy On July 31, the...
"The oldest old—people age 85 or older—constitute the fastest growing segment of the U.S. population… And living to 100 is becoming increasingly commonplace." – National Institute of Aging, U.S. Department of Health & Human Services A large majority of you, our...
“It's tough to make predictions, especially about the future.” ― Yogi Berra, Major League Baseball player, manager, and Baseball Hall of Fame member We’ve all heard it said: “Records are made to be broken.” We celebrate record-breaking winning streaks from our...
I’ve heard there’s going to be a recession. I’ve decided not to participate. --Walt Disney Defining a recession Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow...
“The only discipline that lasts is self-discipline.” Bum Phillips--American football coach at the high school, college, and professional levels Since 1994, DALBAR’s Quantitative Analysis of Investor Behavior (QAIB) has measured the effects of investors’ decisions to...
"It belongs to the imperfection of everything human that man can only attain his desire by passing through its opposite." --Soren Kierkegaard, Danish philosopher, theologian, and poet Bright start to the new year First, let’s take a look back at December. A...