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Thoughts On A Market Pullback
John Boardman

Many investors are quite concerned as global markets fell across the board last week and opened this week continuing the selloff. Both the Dow Jones Industrial Average and Nasdaq are now in “correction” territory, measured as an at least 10% pullback from previous highs. In this type of market atmosphere, the predictions for the short-term … Continued

Financial Planning: “Do More Of” & “Do Less Of”
Andy Reynolds

I recently watched an interview with an analyst discussing investment portfolio changes as investors’ age.  The interviewee provided several recommendations of items investors’ should “do more of” and “do less of” within their investment portfolio.  As I listened, I thought of several recommendations we typically make to new and existing clients.  I thought it would … Continued