top menu area

Have questions? Call Us (800) 584-1902

Plan Smarter. Live Better.

Great Advice From Our Experts

How to Recession-Proof Your Portfolio

November 4th, 2019

Do you think a storm is headed towards the American economy? With steady economic growth over the past decade, some worry that the U.S. economy’s winning streak could be coming to an end. Between a slowing global economy, several ongoing trade disputes, and the upcoming presidential elections, recession-themed chatter has become the new norm. Parties […]

read more »

Fixing Credit Before You Make a Big Move

October 31st, 2019

When it comes to retirement, we have to make a fair amount of big decisions in a fairly small amount of time. Some are trying to relocate, others are looking to travel, and some simply want to enjoy the luxuries of life. All of these things have the potential to become expensive. And when you […]

read more »

Foreign Affairs That Hit Home

October 15th, 2019

The economy recently has had some interesting developments. Some are just the aftermath of old wounds, and others are brand new situations. From the oil and energy sector to the trade war, the market and global economy have been reacting in a rollercoaster fashion. Staying up to do date with the current events on an […]

read more »

How to recession proof your portfolio [Video]

October 4th, 2019

Economic recessions are never pleasant. But they’re an unfortunate reality that investors have to deal with from time to time. While it’s impossible to predict when a recession will hit, there are often clues that warn of a potential economic downturn. If you’re worried that another recession could hurt your portfolio, it might be a good idea […]

read more »

Why Endowments have Outperformed Traditional Investments [Video]

September 30th, 2019

U.S. endowments are exceptionally well resourced and have access to the best fund managers and private equity programs, which contributes significantly to their investment success. By adopting a more dynamic, proactive version of the asset-allocation principles used by these endowments, it is possible for smaller investors to obtain high levels of risk-adjusted returns for their […]

read more »

United Auto Workers Strike Against GM

September 20th, 2019

Unions were once the strong backbone that supported the average working American. They have helped preserve the rights and interests of the laborers of our country. One of the largest working union is the United Auto Workers Union. And as one of the largest Unions in America, they are now up against one of the […]

read more »

August Economy Update 2019

September 18th, 2019

  August has been a turbulent month for the market, many ups, and many downs. Coming into the back end of September we are starting to see the numbers from last month come in. Brexit has continued to make the EU unsteady and a strike from United Auto Workers has added to the already volatile […]

read more »

U.S. China Trade War Timeline

September 3rd, 2019

It seems that this trade war is a recent event. Especially with the escalation of tension in the past few weeks. But in reality, this dispute has been going on for over a year. We just so happen to be at the boiling point as of right now. In recent weeks, if not days we […]

read more »

July 2019 Market Update

August 30th, 2019

This past month has been quite eventful to say the least. (insert news headlines from July) With so much going on, and so many ups and downs in the market, it’s important to cover the basics and get a general idea of where the market is at, so we can better anticipate where it might […]

read more »

Economic Update 08/21/2019

August 21st, 2019

Things are heating up. The new developments in politics globally, and here at home are changing the economic landscape. As drama in Hong Kong escalates, other countries (including the U.S.) have been pressured more and more to become involved in the situation. It is likely that Hong Kong’s resistance will not survive very long without […]

read more »