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Now is Not the Time to be Bullish on Emerging Markets

The spillover effects of tightening monetary policy in the U.S. continue to hit emerging markets, as higher rates here make funding costs rise there, and make risky assets, in general, less attractive. Coupled with the current path of “de-globalization” vis a vis the trade war, and the spread between emerging market and developed market economic growth is narrowing.

Markets
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The Age You Peak at Everything

Here's an info-graphic on the ages you peak at various skills or emotions throughout life. What does this tell us? Depending on your age, you'll find that you've reached your peak in some areas and will continue to grow in others.

Retirement
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What are the Benefits of Retirement Mentoring?

Finances, longevity, and a sense of purpose are a few of the concerns that we address with our clients to educate them and help alleviate and deal with some of these challenges. By guiding them through our retirement coaching process, and assisting them with many of these decisions, we are able to offer our clients a service that is invaluable to them during this phase of their lives.

Retirement
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Where Should YOU TRAVEL in 2018?

Have you made plans for your next vacation destination? Everyone dreams of going on a grand vacation but unless you already have a bucket list, you may not know exactly where to go. This YouTube video may help you get started!

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The S&P 500 Looks Top-Heavy

Traditionally, the top ten stocks in the S&P 500 contribute to roughly a third of all returns. This year that number is closer to 50%, creating an incentive for investors to "chase" the hot stocks, which can cause significant trouble down the line.

Markets
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Women and Financial Wellness

Our life journeys can be significantly different due to family, marital status, career, health, and longevity which necessitate financial planning for lifelong financial security and peace of mind. Women face very specific challenges along the way that can have negative financial impacts if not planned for accordingly.

Financial Planning
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