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Great Advice From Our Experts

ETFs Transparency & Liquidity

June 21st, 2019

  When it comes to investment vehicles, liquidity is one of the most sought-after qualities. It is important to fully understand where you are placing your money, and what will be happening to it. This short video from JP Morgan helps explain what you need to look at in an ETF before you invest in […]

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U.S. Economy Update 06/20/2019

June 21st, 2019

The trade concerns between the U.S. and China has been headlining the news for far too long, and in far too many countries. It is newsworthy, to say the least. Mostly because when the worlds two largest economies participate in a trade war, all countries are going to be affected. Here in America we have […]

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U.S. Pension Systems

June 16th, 2019

We are all aware of the problems that are facing Social Security, especially because we must pay into it. But one thing that may not be in the direct focus of workers across the country, is the welfare of our nations pension plans. Public, private, single-employer, multi-employer, all these pension plans are in poor and […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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