By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management The S&P 500 closed in bear market territory last week for the first time since 2008.  A bear market is defined as a loss of greater than 20% from its previous high, which occurred in September of 2018.  The stock market has been...Read More

  In January 2006 I wrote the following poem titled, “T’was the Night Before Harry’s Retirement.” I paraphrased the 1823 poem from Clement C. Moore’s “A Visit from St. Nicholas” to describe some of the problems we are seeing today with clients who are nearing retirement. More than a decade later the poem is still...Read More