Registered Investment Advisor specializing in Model Portfolios

Nav
AB Sep 1, 2015

If This Then That for Your Heart

After reading last week's article on Sudden Cardiac Arrest (SCA) and bystander CPR, Scott mentioned the importance of having your heart stop when you are in the company of others. He makes a good point, because 88 percent of SCA occurs in the home. An unprecedented 27 percent of Americans live alone. Many of these are senior citizens. In fact 47 percent of women over age 75 are going solo. read more…

A Aug 31, 2015

Should You Worry When Stock Markets Hit All-Time Highs?

It’s the most common question I’ve received for many months.  “I’m new to investing.  With the market near its peak, should I wait for the market to get a bit cheaper?”  Such investors know their history—at least some of it.  Markets rise and markets fall. Now that we’ve seen a very visible fall, the same folks are wondering if they should wait some more.  read more…

S Aug 28, 2015

Lacy Hunt: Why Interest Rates Won’t Rise

Economist Lacy Hunt thinks long-term Treasury bonds are a buy.That’s definitely not the conventional wisdom. He’s nearly alone in his view, but it has been correct year after year. The conventional wisdom has been wrong.Maybe its time more people listened to what he says. read more…

S Aug 26, 2015

Cash Is Only Good When Stores Are Stocked

Q.  For the past several months my wife has encouraged us to increase the amount of cash we keep at home and on our persons. She worries that if our banks and financial institutions may encounter serious financial difficulties. If that happens, we could not count on getting immediate access to funds in our bank savings, money market savings and checking accounts.   read more…

Are You Ready?

We offer an array of accounts. So if you're looking to open an IRA, ROTH, SEP, Trust, Taxable, or Joint account, click the button below and begin filling out our easy form.

Open an Account

The Global Expatriate's Guide to Investing

From Millionaire Teacher to Millionaire Expat

By
Andrew Hallam

Read More