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

Neuberger Berman's Chart Of The Month - Look "Sharpe": Focus on risk and return.

RiverFront Weekly View May 4 2015 - Oil: A Bottoming Process.  The Euro: A Counter-trend rally.  RiverFront believes oil prices will continue to rebound, albeit with a cap due to production coming back online once it becomes profitable for the swing producers.  They also believe the euro's recent strength vs. the dollar is temporary as they expect U.S. growth to re-accelerate and the differential in monetary policy and longer term interest rates to favor a renewal of dollar strength.

April 2015 Equity Market & Economic Update From Janney - A video of Mark Luschini (Janney's Chief Investment Strategist) discussing the current state of the markets and economy.

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.

The Old World Is New Again - Europe's economic conditions are improving and the ECB recently raised its forecasts for growth over the next several years.  This collectively confirms our prognosis that Europe is on a sustainable path to recovery, and already was before the European Central Bank launched European-style quantitative easing.

The Clark Group January 2015 Compass Review - Our Compass portfolios blend three strategies: 1. Globally diversified strategic portfolios focusing on value investing 2. Global tactical multi-asset portfolios focusing on relative strength investing 3. Alternative strategies.

RiverFront Investment Group - Outlook 2015 Highlights: The policy pendulum swings.  Rod Smyth (RiverFront's Chief Investment Strategist) discusses their outlook for 2015 while also taking a look back.

The Shiller P/E Enters Rarefied Air - The domestic stock market cannot deliver a sustainable double-digit return without entering a speculative bubble, based on historical data reflecting correlations between the level of the Shiller P/E and subsequent outcomes in the stock market over the past 134 years.

Fixed Income & Macro Outlook 2015: A Bad Case Of The What Ifs - Janney's Fixed Income Strategy Team provides it's thoughts on the 2015 economic outlook, interest rates, credit,  and municipals.

To view past Research & Commentary click HERE

 

 

 

 

 

 

 

Retirement Resources Social Security Optimization Long Term Care

 

 

New clients accepted by referral only.

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