February 7, 2020

I love the idea of annuities.  Wouldn’t it be wonderful if retirees could simply get ‘minimum returns’ or ‘guaranteed withdrawals’ from their money and take all of the risk out of investing?  After all, investing can be scary and ‘participating in the upside in the market’ while ‘guaranteeing your return’ sounds like every investors dream...

October 15, 2018

We all hate inflation when the cost of goods and services rise. Fortunately, for more than a decade, inflation in the United States has remained low, and we have all become accustomed to prices slowly, gently rising over time. Similarly, the stock and bond markets have become accustomed to stable, low inflation, and that has helped propel...

June 18, 2018

I try and post this video every year as a reminder of how the economy works. From traditional media to social media, from friends to professionals, there is so much noise out there that it becomes increasingly difficult to tell what is real and what is not. Taking a step back and seeing the big picture is important to keep everything in p...

February 26, 2018

The good news continues to roll in for the global economy. As we discussed at last week’s investor conference, one of the most prominent features of the current global expansion is its breadth, as almost every part of the world is growing. However, the most recent forecasts for global growth had a new feature, ‘acceleration.’ For example,...

February 20, 2018

We want to thank everyone who was able to join us for this year's investor conference. With over 60 in attendance, this year's conference was our largest to date. The morning began with a delicious breakfast followed by a comprehensive look at the new tax law by guest presenter Paul Lasiter. Next, we heard from our President, Steve Coker,...

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