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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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Are There Really Tax-Free Retirement Plan Distributions?

A look at some popular & obscure options for receiving money with little or no tax. Provided by Barnes Capital Group Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of which are less publicized...

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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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