Applying wisdom, intelligence and integrity to help families achieve their financial goals.

Our goal is to help our client's lead successful lives free of financial stress. We believe that prudent financial counsel combined with a commitment to act, is the path to achieving ones goals. Our team members have earned advanced degrees and certifications, and engage in continual education so they can provide sage guidance. While we are proud of what we do and what we have achieved on behalf of our clients, it is our core values that motivate us and separate us from the crowd.

 

Research & Commentary

History Of Bull And Bear Markets - A chart showing bull and bear markets since 1926 designed to gain a fresh perspective on the benefits of investing for the long-term.

Update On Market Volatility - Janney continues to view this as a correction rather than the start of a bear market, however we still maintain a cautious stance.  Why a recession doesn't seem imminent, China, and oil prices are discussed.

Janney Outlook 2016 - Janney's Investment Strategy Group's thoughts on the economy, US stocks, international stocks, and bonds along with their economic scenarios and market forecasts.

RiverFront Outlook 2016 - RiverFront's thoughts on the economy, US stocks, international stocks, and bonds along with their economic scenarios and market forecasts.

Investment Implications Of Higher Rates: The Fed raised short-term rates today for the first time in 10 years.  This piece stresses some important points following that historic move.

Balanced Portfolio Obituary Part 2 - Here we examine strategies that may provide better returns than the balanced portfolio.

Balanced Portfolio Obituary - For decades a balanced 60/40 portfolio was successful but its future may not be so rosy.  Investors may be wise to adopt different strategies to manage risk and improve return.

The Clark Group's Thoughts On The Current Market Environment - Ten percent pullbacks in stock markets happen on average once every 12 - 18 months.  With the Fed withdrawing stimulus, it stands to reason the market will begin to act normal again and that includes corrections.

How To Learn To Stop Worrying And Love A Market Correction - April to October of 2011 was the last period that the U.S. stock market experienced a market correction—a drop in the market of more than 10 percent but less than 20 percent.

Neuberger Berman: The Two Sigma Problem - Over the long term, three of the best indicators of how expensive or cheap stocks look are: the Shiller Price/Earnings ratio, Tobin's Q ratio and the Market Cap to GDP ratio (a.k.a. the Buffet Index because it's his favorite yardstick).

Diversification Still Matters - U.S. stocks significantly outperformed all asset classes last year and their cumulative performance over the last five years has been equally impressive. As a result, an investor that prudently practices portfolio diversification by investing in a multi-asset class portfolio would have underperformed the U.S. stock benchmarks. While diversification can sometimes cause underperformance relative to specific asset classes, we still view asset class diversification as a critical portfolio management tool and discuss our reasons why in the following piece.

To view past Research & Commentary click HERE

 

 

 

 

 

 

 

Retirement Resources Social Security Optimization Long Term Care

 

 

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