Records were broken this quarter as volatility continued to quiet down. Solid economic growth and strong corporate earnings results, boosted in part by tax cuts, helped fuel this quarter’s rally…

Read more Q3 Economic & Market Commentary

When it comes to the Titanic, people believed the ship was unsinkable. They were so sure that they only carried 20 lifeboats. Investors often make the same mistake. It’s time to get out the investing lifeboats…

Read more Man The Lifeboats

Lately, we have heard “this time it’s different” applied to value investing. The most ardent believe that value investing is dead. Let’s take a closer analysis of the long-term…

Read more Value is Not Dead – This Time It’s Not Different

Q2 earnings season has gotten us excited! There had been talk that Q1 was going to be hard to beat, but Q2 has come in even stronger. Corporate results are phenomenal.

Read more Top 3 Takeaways from this Earnings Season

Vast majority of tax payers from east and west coast states are going to fork over more of their paychecks or retirement income to Uncle Sam…

Read more Will the Tax Cuts and Jobs Act Take a Bite Out of Your Retirement?

Financial Literacy Month, observed in April, gives investors the opportunity to reconnect with their advisors and ensure they’re well-positioned to meet their goals…

Read more 4 Active Management Truths During Financial Literacy Month

It’s confounding to me because I would think investors would stick to the most basic and proven theorem of investing — to win all you need to do is…

Read more Investor Insanity Strikes Again

With portfolio diversification, the main idea is to incorporate multiple investments within an investment portfolio…

Read more Tax Diversification – Consider a Healthy Savings Account

A higher wage report in January and signs of rising inflation caused bond market investors to pivot from their deflationary…

Read more A Bull | Bear Tug Of War: The Fed Vs. Buyback Mania

Traders and investors are hoping for an end to the rollercoaster ride of volatility and a resumption of the boring bull market trend of the last few years. Sorry to disappoint, but…

Read more A Bear Market is Inevitable But Taking Large Losses is Optional

The proposed tax cut program is designed to stimulate our anemic and faltering economy. This is something that every American needs fixed so the benefits of a robust and growing economy can…

Read more Tax Reform Drives Markets Higher

It’s important for individuals to take the time to establish and define their life goals within the context of a financial plan and an Investment Policy Statement (“IPS”)…

Read more The What and Why of an Investment Policy Statement

It’s important to understand the similarities – and the differences — between Traditional IRAs and Roth IRAs in order to select the option which is best for you.

Read more Know the Difference Between Traditional & Roth IRAs

Right now, we have the economic backdrop where the hard data on GDP and inflation is showing continued weakness. There seems to be the general…

Read more The Fed Says GDP is Transitory: Don’t Bet the Farm On it!

Are American households prepared for Retirement? Recent studies suggest the majority of households are not as well prepared for retirement…

Read more Using the Personal Residence for Retirement Income

The problem with modern portfolio theory is that it was developed more than 65 years ago…

Read more Modern Portfolio Theory is Anything but Modern

Market commentary from our affiliate, WBI. Written by WBI’s Chief Investment Officer and Co-Portfolio Manager Gary E. Stroik.

Read more Q1 2017 Market Commentary by Gary E. Stroik

The focus on passive versus active is setting investors up for another “tulip bulb” event that could destroy investor wealth.

Read more Is the Passive Index Craze the New Tulip Bulb Mania?

Smart investors will pay close attention to quarterly earnings updates and the trends that are unfolding.

Read more Storm Clouds or Rainbows: Q4 Earnings Update

Optimism is sweeping the U.S. based on a pro-growth policy platform anchored by the slogan of “Make America Great Again”.

Read more 2017 Outlook: Populism and Great Optimism

It’s a whole new ballgame for the markets. he results of this year’s historic election changed
the policy landscape dramatically by providing a policy platform that could…

Read more Trumpenomics: A New Bull Market?

A review of the economic landscape since the Financial Crisis – wacky is the only way to describe the economic environment…

Read more The Zombie Economic Recovery