2021 – Q2 Quarterly Market Review

2020- Q2 Quarterly Market Review
2020 – Q3 Quarterly Market Review

2020- Q2 Quarterly Market Review
2020 – Q2 Quarterly Market Review

2020- Q2 Quarterly Market Review
2019 – Q4 Quarterly Market Review

2019 – Q4 Quarterly Market Review
2020 – Q1 Quarterly Market Review

2020- Q1 Quarterly Market Review
2019 – Q3 Quarterly Market Review

2019 – Q3 Quarterly Market Review
Should You Add Real Estate to Your Portfolio?

We talk a lot about stocks and bonds, but we spend less time on hard assets like commodities or real estate. Investing in real estate is very similar to investing in stocks, so it requires many of the same principles as any other asset class, just with a little twist.
2019 – Q2 Quarterly Market Review

2019 – Q2 Quarterly Market Review
Understanding the Funded Ratio

Everyone wants to know where they stand with their finances – Will I be able to have the retirement I want? Do I have enough? Roughly how far do I have to go? Am I overfunded (believe me, it happens)?
What is a Bond Ladder?

Bond ladders sound like another complicated finance concept only investing geeks understand, but they’re actually pretty simple. The easiest way to view them is as though you’re setting up your own annuity by prepaying for at least some of your income in retirement.