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Retirement Got You Spooked?

In the spirit of Halloween, I recently spoke with Maryalene Lapoinse, a writer for US News and World Report, about the issues that spook retirees and how to calm their fears. When we first meet with retirees or soon to be retirees they often confide that one of...

The Digital Fiduciary

Technological advancements continue to shape and define the advisory landscape.  We are amidst a digital advice revolution as automated technology platforms – robo-advisers – attract clients and assets, delivering solutions which provide ongoing discretionary investment management and portfolio rebalancing without the aid of a human advisor.  One of...

Don’t Fight the Fed

“The monetary climate – primarily the trend in interest rates and Federal Reserve policy – is the dominant factor in determining the stock market’s major direction.” — Martin Zweig   In his 1986 book, “Winning on Wall Street,” Marty Zweig told us not to fight the Fed. He...

Climbing the Wall of Worry

“If you want to test your memory, try to recall what you were worrying about one year ago today.” – E. Joseph Cossma About this time last year, the S&P 500 plummeted over 10% in only four trading days.  On the worst of those four days, the Dow...