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2017 Q3 Capital Markets Review

Each quarter we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets including a timeline of events over the previous quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More
at Wednesday, October 18, 2017
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Thoughts on Disaster Relief

There have been a remarkable series of tragedies sweeping the world recently. Many who are not to be affected directly by the hurricanes, earthquakes, and fires still have a desire to help. This is why we are providing information about Direct Relief , a charitable organization founded in 1948 that provides international humanitarian aid and emergency assistance. They are highly rated and very efficient in directing charitable donations to specific areas of need, earning the number one... Read More
at Sunday, October 15, 2017
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Good Fortune For Physicians

When you look at the earning potential of professionals today, physicians are consistently ranked as some of the highest compensated professionals in America. However, in spite of the fact that most earn incomes well above the national average, many physicians still face significant financial challenges. Some of these challenges have become even more prominent given the uncertain future of American healthcare. Fortunately, with the proper guidance, physicians can take a systematic and... Read More
at Wednesday, September 27, 2017
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Thoughts on Cyber Security

Equifax, one of three credit reporting agencies, has been hacked and according to the Federal Trade Commission, "if you have a credit report, there’s a good chance that you’re one of the 143 million American consumers whose sensitive personal information was exposed in a data breach."   You can check to see if you've been affected by going to the special Equifax website www.equifaxsecurity2017.com and following the instructions under Potential Impact. If you... Read More
at Thursday, September 21, 2017
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19 Questions to Ask Your Financial Adviser

An insightful article by Jason Zweig about how to properly vet your relationship with a financial advisor. https://blogs.wsj.com/moneybeat/2017/08/25/the-19-questions-to-ask-your-financial-adviser/   Read More
Posted by Jay Healy at Wednesday, August 30, 2017
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