December 17, 2018

While your advisor is legally required to provide you with periodic financial statements on your accounts, it can be difficult to decipher what the statements are telling you. Here are a couple of things to look for and what they mean when reading your statements.


When it comes to calculating the performance on your account, it may...

March 12, 2018

One of the most common questions we receive when it comes to performance is “why aren’t the returns on my account the same as those of the stock market?” While it’s helpful to use a benchmark to track your account's performance, it’s important to understand when something is a good benchmark and when it isn’t. The S&P 500 or Dow Jones mak...

January 12, 2018

2017 was another year of strong returns for the S&P 500 with total returns reaching nearly 22%. Breaking it down by sector, we can see that technology led the way again with an astonishing 38.8% return last year. The biggest laggard was the telecom sector, shrinking 1.3%. The only other sector to shrink was the energy sector but they are...

December 1, 2017

In the Financial Planning and Wealth Management industries, we talk a lot about trust. It’s important that you trust your advisor. Just this morning I was on a call with a client trying to explain the inner workings of some of the different funds that we use in our portfolio and it was so tempting to say, “just trust me on this one.” The...

August 1, 2017

How am I doing?  It is a common question among investors.  We all want to measure how well we are managing our money.  Of course, we can simply watch to see if the balance grows, but most of us would like to measure our returns, usually in the form of a percentage rate.   Unfortunately, most brokerage houses, including Schwab, Fidelity, a...

Please reload

Request a Meeting
Recent Posts

February 2, 2020

Please reload

Featured Posts
Please reload