Intra-Year Declines in Context
After a period of relative calm in the markets, the recent increase in volatility in the stock market has resulted in...
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The Current Market Decline in Context
After a couple smooth years in the market, volatility has returned. The one question on everyone’s mind really doesn’t...
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Market at All Time Highs
As markets rise higher and higher, so too does investor anxiety. The bears are anxious due to their belief this rally is...
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Income Allocation – Secure Your Income First
Income Allocation over Asset Allocation Secure your income first to gain peace of mind. By: By: Ross Hoffman, AWMA®, CFP...
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The Immeasurable Value of a Second Opinion
GOOD ADVICE AND SECOND OPINIONS: QUALITY OVER QUANTITY Quantity of advice is easy to come by – on the job, in the media,...
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Resolving the “I Just Want To Go To Cash Conundrum.”
Recently, I was speaking with someone who had just sold his business and had decided to retire. He told me he was also...
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