Our Blog

Our Blog

Our Blog

Inflation-shifted Savings Limits and Social Security Benefits

Every year, the U.S. government changes a variety of investment and benefits thresholds based on the inflation rate.  But since inflation has been pretty tame, most of the changes have been modest these past ten years.

That changes this coming year. 

What We Do And How We Can Help

By Harlan Storey​

Fit Travel to Personality

Where should you go on your next vacation trip?  Your satisfaction and enjoyment level may depend on who you are, according to psychologist Joshua Jackson, associate professor at Washington University in St.

Debt Explosion, Few Downgrades

If you’re looking for something to worry about, consider corporate debt: $1 trillion of it.  Research by the Bloomberg News organization found that corporations have taken advantage of more than a decade of historically low interest rates to make highly-leveraged acquisitions, taking on debt at unprecedented rates.  Looking at some of the biggest acquisitions, the researchers fo

Why I Became A Financial Advisor

As we move through life, we learn and grow as we try new things and devote ourselves to new endeavors. While we may start out in one career, our experiences may show us other areas we want to pursue, needs that aren’t being met, or open doors to new opportunities. That’s exactly how I found my way into my career as a financial advisor.

Don’t Believe Every Indicator You See

You’ve heard the phrase: “The most dangerous words in investing are: ‘This time it’s different.’”  Right?  But sometimes the investing world DOES change, perhaps permanently, and investors have to adjust with the transition.  This is made much harder when, as the markets experience adversity, people start posting all sorts of indicators and cha

The New Manufacturing

We hear about how artificial intelligence is going to change the workforce, and how computers are taking over the world.  But perhaps the biggest shift in our industrial lives has been flying under the radar: rather than making things, we will soon be “printing” them.

Fire in a Crowded Theater

Yesterday’s market declines—the Dow down 3.15%, the S&P 500 down 3.29% (pictured above) and tech stocks, as represented by the Nasdaq index, off 4.08%--were entirely within the normal range of mini corrections, which we’ve experienced numerous times since March 9, 2009.  But they represent an interesting test of character for the press and market pundits.

The Uneven Recovery of Americans After the Great Recession

One of the consistent themes we’ve been hearing in the political arena is that the economy and stock markets are doing very well, and that we’ve finally recovered from the Great Recession.  But recovery to market highs and the personal recovery from the losses experienced during the downturn can be very different things.  A recent survey by the Joint Center for Housing Stu

What High-Achieving People Have Learned to Give Up

High-achieving people will tell you that they sacrificed to get where they are, but what, exactly, did they sacrifice?  An article in Forbes magazine lists 18 things that high-achieving people routinely give up—and many of them are not what you would expect.

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