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How Healthy is Your Life Portfolio?

For most people, thinking about the economy starts with their personal financial situation. While job prospects, or the health of a business, or prices at the pump all have an impact on how we feel about the economy, the bottom line is really, “How is my family doing?” In order to capture this perspective,...

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Passive vs. Active-Let's End the Debate

It is one of the most hotly debated topics in the financial industry – and it’s also one of the most misapplied topics too. Are investors better off utilizing passive or active strategies? Or should investors combine the two? But before you answer, I want you to think about this: passive vs. active...

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Making & Keeping Financial New Year’s Resolutions

What you might do (or do differently) in the months ahead? Provided by Barnes Capital Group How will your money habits change in 2016? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as one year ebbs...

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China's Impact on the Market

As you read this letter, we’ve been experiencing something that hasn’t occurred on Wall Street since 2011 – a stock market correction. Corrections are unsettling, yes – and they are also part of any ordinary bull market. Historically, they have occurred about every 18 months. This current bull is...

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