What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the...Read More
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
By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management Wednesday’s stock market drop of over 800 points (over 3%) on the Dow Jones Industrials Average surprised many investors. Comments from Federal Reserve Chairman Jerome Powell set in motion the rise in interest rates. Investors scrutinize every comment from the Chairman to glean...Read More
By Kelley Caponigro Assistant to the Chairman & CEO Although there are many different definitions of success, the four main elements that contribute to success are freedom of time, money, relationships, and purpose. Dan Sullivan, founder of The Strategic Coach, Inc., says that “when you lose sight of these four freedoms, that’s when you start...Read More
By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Manager In keeping with one of President Donald Trump’s promises, we recently saw the enactment of tariffs aimed at reversing unfair trade practices of the Chinese state sponsor companies. This first step was aimed at the steel industry with tariffs on an estimated $60...Read More
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 Kelley Caponigro Assistant to the Chairman & CEO There are a great deal of articles and theories on how to tell a good financial advisor from a salesperson or product-pusher. The problem is that most salespeople are so good at looking and sounding like the real thing that it can be difficult to unmask...Read More
Decoding tax and insurance jargon can be as difficult as learning another language. We recently encountered a scenario that helped our clients save money with a specific strategy for their Required Minimum Distributions (RMD) that will save significant Medicare Part B Premiums. If you or your spouse are nearing retirement, it’s a tip that might...Read More
