By Ronald W. Rogé, MS, CFP® Chairman & CEO On Friday, February 2, the stock market declined approximately 2.2%, a sharp reversal from the broad-based advance of the past year.  The Dow Jones Industrials Average is still up 27% over the past year. We have had positive stock market returns with low volatility for over...Read More

By Ronald W. Rogé, MS, CFP® Chairman & CEO Technology has certainly opened a whole new world of possibilities. Cars are driving themselves, we can video chat with friends and family across continents, and information is literally at our fingertips. Unfortunately, there’s always a catch. With all the amazing new pieces of technology comes some...Read More

The stock market rallied 3.82% in the fourth quarter and almost 12% for the year. This is quite an amazing achievement considering that in January, stocks lost 5%, and were down nearly 10% for a short period during the month. Swings in return were even more dramatic for smaller company stocks as they crossed the...Read More

By Ronald W. Rogé, MS, CFP® Chairman & CEO The year seemed very strange to me. The news was dominated by: Politics – Brexit in the United Kingdom and the U.S. Election Conflict and Tragedy – Numerous shootings and terrorist attacks Awards – Bob Dylan winning the Nobel Prize for Literature Business – EpiPen prices,...Read More

Second Quarter 2016 Review The market recovered through the second quarter of 2016 after a poor performance in the month of January. Fear is subsiding as the economic picture here in the U.S. slowly improves. Large-cap stocks rose about 2.5% for the quarter and are up 3.8% for the year. Smaller company stocks rose 3.9%...Read More

By: Ronald W. Rogé, MS, CFP® Chairman & CEO “The British Are Leaving!” Paul Revere would have loved to have said these words during his famous ride through the Boston area during the American Revolution. The United Kingdom (UK) actually said these words last week to the European Union (EU). Commonly referred to as “Brexit”...Read More

By: Ronald W. Rogé, MS, CFP® Chairman & CEO If you have not been following the news since the first of the year, the big story for the New Year has not been something outrageous that Donald Trump said, it has been the volatility of the stock market.  Since January 1, 2016 the stock market,...Read More

Fourth Quarter and 2015 Review The stock market rallied during the fourth quarter to eliminate most of the losses acquired during the year and propping up returns going into year-end. This allowed the S&P 500 to take out a small gain of about 1% (with dividends) for the year. This anemic return was driven by...Read More

By: Ronald W. Rogé, MS, CFP® Chairman & CEO The Federal Reserve will most likely raise short term interest rates tomorrow 0.25%.  While we don’t think this will have an immediate impact on the economy, the big question is how far they will go and what period of time that will take.  To help answer...Read More