Trick or Treat - Verizon Advantage Plan
October 27, 2016
We know it’s the season for all things scary – but trying to understand your Verizon Advantage Plan should not be on …
Insights
Advisor insights and commentary on current market trends.
Early Details on Verizon Medicare Advantage
September 16, 2016
This post pertains to our Bargained For Verizon Retirees: We eagerly anticipate the release of the details regarding the Medicare Advantage Plan …
Dow, NASDAQ Reach "Correction" Territory
August 21, 2015
Anyone who has been watching the news lately knows that the markets have had a really rough week. Tonight, when you turn …
Sluggish Summer Continues
August 3, 2015
A combination of factors has led to a sluggish stock market so far this summer. Concerns about Greece gave way to concerns …
March: In Like a Lamb, Out Like a Yo-Yo
April 1, 2015
Across all the major market indices for March, we saw a lot of volatility from one day to the next. The S&P …
Markets Experience Cold Start to 2015
February 5, 2015
The S&P 500 was down almost 3% in January as a variety of negative factors dominated headlines throughout the month. The month …
December Volatility -- All About that Basin
January 5, 2015
The markets closed out 2014 with a seesaw of volatility, much like we saw in October — and might be faced with …
Impact of Capital Gains and Dividends on Mutual Fund Share Prices
December 5, 2014
December is usually the time of year when we get concerned calls from clients asking why their mutual funds “dropped” on a …
Investors Thankful for Strong Market in November
December 4, 2014
The market’s strong rally to close October continued into November, albeit at a much more moderate pace, as the S&P 500 gained …
Ways to Play "Bad" Earnings from "Good" Companies
November 5, 2014
Investors have relentlessly bashed the likes of McDonalds, IBM, Coca Cola, etc. lately for lackluster (to put it lightly) earnings and forward …