Thursday, August 27, 2015

Market Unrest

by Charlie Haberstroh, CEO & CIO

This past week, after moving sideways for almost six months, the world’s equity markets have plunged. Well, plunged is a bit dramatic. The Dow Jones Industrial Average is “in correction,” since technically it is down over 10% since the market high in May 2015. Many other markets, especially equities in emerging markets, are down more than 10%. Volatility is up, commodities in general are down. Bonds have rallied from very low interest rates. Gold has even moved higher (a sign of market instability or possibly enhanced inflation)!

Read on: Market Unrest

Topic: The Market


Wednesday, February 25, 2015

Rental Golf Clubs are Suitable

by Steve Haberstroh, Managing Director

Within our industry, there is much debate about the Fiduciary Standard and how it compares to the Suitability Standard. This debate has even reached the White House. But what is the difference between them, and how does it translate in a real-world scenario?

Read on: Rental Golf Clubs are Suitable

Topic: Standards


Monday, January 12, 2015

2014 Market Review

by Charlie Haberstroh, CEO & CIO

It may be surprising that in a year where the S&P 500 Index and the Dow Jones Industrial Average were both up more than 10%, 2014 was a challenging year for the global investor.

Read on: 2014 Market Review

Topic: The Market


Monday, December 01, 2014

Understanding College Savings Plans: Let’s Hit the Books

by Steve Haberstroh, Partner

A common topic these days is how to save for the kids’ college tuition—it can be a daunting prospect. Many parents admit they’re scared. “With tuition rates continuing to rise, how in the world will I be able to pay for little Johnny in 15 years? It’s like another monthly mortgage payment!  Where do I begin?”

Here is a way to approach planning for college tuition.

Read on: Understanding College Savings Plans: Let’s Hit the Books

Topic: Financial Planning


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