New Market Highs & Positive Expected Returns

Month: January 2017

January 31, 2017  |  

New Market Highs & Positive Expected Returns

There has been much discussion in the news recently about new nominal highs in stock indices like the Dow Jones Industrial Average and the S&P 500. When markets hit new highs, is that an indication that it’s time for investors to cash out? History tells us that a market index being at an all-time high generally does not provide actionable information for investors. For evidence, we can look at the S&P 500 Index for the […]

January 26, 2017  |  

Top 5 Blog Posts of 2016

Looking back at the past year, our blog subjects had a wide range of topics.  From investments to taxes and other financial topics, we hope you enjoy our writings – because in the end, the purpose of our blog is to leave you, the readers, more informed. Below you will find our Top 5 blog posts for 2016, if you have already read them – awesome, if not, take a moment and look at the […]


January 24, 2017  |  

Upcoming Webinar: The Best Way to Save For College

Paying for a college education is becoming an even more daunting task.  Saving early and effectively is the most important thing one can do to offset the ever rising costs. On Wednesday, February 1st at 11:30 am ET, we’ll be hosting a free webinar titled The Absolute Best Way to Pay for College.  In this hour long webinar, I’ll be reviewing the following: How much does college cost? The various types of college savings tools. […]


January 9, 2017  |  

What Can We Expect in 2017? Answer: The Unexpected

What will 2017 hold for the markets? About this time every January, news outlets, economists, fund managers and other pundits flood the media with their predictions about what the market will do in the year ahead. Bold predictions abound regarding anticipated interest rate movements, the direction of the S&P 500 index and the global economy, thus fueling optimism or fear—sometimes both–for the average investor. The NY Times published an interesting article in December 2016 regarding […]

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