top menu area

Have questions? Call Us (800) 584-1902

Plan Smarter. Live Better.

Great Advice From Our Experts

Understanding FEHB in Retirement

June 13th, 2019

Federal employees are often unsure about what happens to their health insurance when they retire.  There is confusion regarding premium payments, integration with Medicare, and whether or not retirees can even keep FEHB. It is important for federal employees thinking about retirement and federal retirees to understand how the program works in retirement. First and […]

read more »

Should You Consider Alternative Investments for Your Portfolio?

June 13th, 2019

Diversified, risk-managed, low cost, and tax efficient: These are the primary characteristics that most investors look for in a portfolio. But checking all of those boxes can be a little tricky when so many traditional investments seem to share downside correlation. Finding an asset mix with low correlations can help protect against volatility or even […]

read more »

U.S. Stocks and Bond Yields In Reaction To Trade Speculation

June 3rd, 2019

  The trade dispute between America and China has been on the headlines for quite some time, and for good reason at that. It not only has been a dramatic sequence of events, it also has begun to affect both economies, as well as the worlds economy. This has caused investors and analysts to speculate […]

read more »

U.S. China Trade War Update

May 27th, 2019

The trade war between the United States and China has been escalating day by day. With each new development, there comes new troubles. Troubles that may have been previously foreseen, but new troubles, nonetheless. As our governments continue to debate back and forth, many of us on the home front are getting the raw end […]

read more »

Yield Curve Inverts; Is A Recession Looming?

May 16th, 2019

Last March saw the yield curve inverted by one basis point when the three-month Treasury bill yield surged above the ten-year Treasury bond yield. It was the first time since 2007 that this magnitude of yield curve inversion has occurred. While the yield curve has been flat lining for many years now, it was not […]

read more »

April Energy Update

May 16th, 2019

Monthly Energy Letter April 2019   The Month’s Market Highlights Last month oil prices rose, reaching a six-month-high. Brent North Sea quality opened the listings at $69.22/bbl and closed at $71.68/bbl, while West Texas Intermediate crude started the quotations at $61.74/bbl, closing at $63.56/bbl. On April 24th, the European and Asian benchmark gained its maximum at $74.59/bbl, whereas […]

read more »

Greenspan – Time to Fix Social Security

May 15th, 2019

As Social Security gets to the point where it starts paying out more than it is taking in, experts are increasingly worried about its future and the economic impact it is having. Former Federal Reserve Chairman Alan Greenspan warns that underfunded entitlement programs are “creating an odd imbalance in the system” and are restricting the […]

read more »

U.S. China Trade War And How It Affects Us

May 13th, 2019

  The U.S. China Trade War & How it Will Affect Americans If you have been watching the news in recent weeks, then you should at least be aware of the escalating trade war we are currently involved in with China. Well, for those who are not aware, our two countries do quite a bit […]

read more »

Quarter 1 Synopsis

April 23rd, 2019

There have been many developments in the economy as of late. Not just domestically but abroad as well.  The yield curve drama, the complications with the Brexit and the European Union, and many other dramatic events in the political domain. This first fiscal quarter of the new year has been interesting to say the least.  […]

read more »

An Inverted Yield Curve. What Does It Mean?

April 12th, 2019

There has been a lot of talk about the yield curve in the past two weeks. What it says, what it means, and how it is going effect us. But what exactly is the yield curve? And why do we need to know it? Well that’s what  we are here to find out. The yield […]

read more »