Brexit, Federal Reserve, Interest rates, taxes ,stock market uncertainly, and oh yeah…Presidential elections…you name it and we can worry about it! So, let’s not worry about it! Rather, let’s get to the bottom of what’s going on in the economy and the markets, what we think is causing it and what could happen in the […]
Well, it’s that time of the year again! It’s time for a bi-annual get together called “Forecast” where we take a look at the year behind us, where we are now and the year ahead in the markets and the economy--all over good food and drink. What a year 2016 turned out to be in the world. From the 1,000 point market sell off in January to the “Brexit” event to the U.S. presidential Election, last year definitely kept us on our toes!
At Forecast 2017, we’ll discuss it all and give you our perspective on the year ahead for your money.
For those of you who joined us for these events before we will follow a similar format and agenda but please refer to the attached invitation for more specifics on time, location, agenda and how to RSVP. Food, drink and craft beer are all on us! Finally, we encourage you to bring a guest who might appreciate and enjoy our discussion. Once again, for those bringing guests (non-spouses) we once again will have a separate drawing for tickets to an upcoming event. Last year we did Detroit Tigers Opening Day. This year, you’ll have to come to find out! We are looking forward to seeing you there!
A special educational event where we take of stock of how the years gone so far in the financial and economic markets and check to see if all those predictions we made at the beginning of the year actually came true! All over some great food and drink. Most importantly, we have chosen smaller more […]
It’s officially that time of the year again! It’s time for our annual Forecast Event! This one is titled “Making Sense of the Markets.” This year’s event couldn’t have occurred at a better time. Given the market volatility of the past week, it’s more important than ever to review many of the forces at work […]
I wanted to be sure we were front and center giving our advice and support at a very uncertain time. To that end, we will be hosting a webinar tomorrow entitled: When: Mar 17, 2020 03:00 PM Eastern Time (US and Canada) Register in advance for this webinar: https://zoom.us/webinar/register/WN_svcwEF4HTlO7d8catCuyHw The simple fact is that panic selling […]
Elections and Markets: A view from the hill. If you are not already exhausted from the Presidential Debate a few nights ago I wanted to alert you all to webinar today at 4:00 that you might all be interested in! (hint—it’s political) Today at 4:00 Anthony Bucci of Mission Point Planning and AssetMark present “A […]
Dow drops nearly 3,000 points, as coronavirus collapse continues; worst day since ’87. DJIA loses 12.9% in one day. CNBC. March 15th 2020 Remember this? When you read the headline did you cringe? Break out in a cold sweat? Grab another glass of wine? Maybe even panic? If so, don't beat yourself up. Your human. […]
Stop Relying on the G-Fund! You're going to live longer than you think! What got you here won’t get you there! And looking for love in all the wrong places! Sounds like fun doesn’t it? With years of working with Federal employees helping them retire we’ve had to fix a thing or two, because we’ve […]
From the Election to Now. A update on the markets, the economy and what’s on deck. Well, friends, it’s been about 6 months since our last market update in November 2020 just after the presidential election. To say we’ve gone through a lot since then is an understatement! Most people are in agreement that we […]