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Mid-Year 2016: An Investment Reality Check

Market volatility is alive and well in 2016. Low oil prices, China’s slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts–all of these factors have contributed to turbulent markets this year. Many investors may be tempted to review their portfolios only when the markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through the year is…

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If You Were King

The Democratic and Republican National Conventions are over but the shouting certainly is not. Because the recent news has been filled with the various musings of both party’s candidates, I think talking about their COMMON THEMES (yes, there is one!) would be worthwhile and instructive. NOTE: I will stay politically neutral here. It would be easy to avoid talking about politics when the country is so polarized, but then I would not be serving you well. My job is…

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