Looking Beyond the Horizon

Despite the latest record highs of the S&P500, our discussions with advisors and clients reveal a growing level of discomfort stemming from our extended bull market and the length of the current economic recovery.

Social Security and Medicare Updates for 2018

Hurricanes Harvey and Irma caused a lot of hardship, but there may be a silver lining for seniors. By triggering higher inflation in August and September, the storms may have boosted the expected increase in benefits in 2018 by the most since 2012.

Finding Uncle Lou: Black Monday 1987

I didn’t have a lot of skin in the game at 26 years old and only 3 months out of grad school, but I did have one client, my father. So I searched for guidance from anyone in that trading room without a dazed look.