by Lori Eason | Dec 16, 2016 | Quarterly Commentary
2016 will certainly go down as one of the more interesting years in recent memory. By far, the biggest story of the year was the presidential election results. Since the election, there have been quite a number reactions; not least of which has been in the financial...
by Lori Eason | Dec 16, 2016 | Financial Planning, Market Related
You have probably heard through the grapevine that a popular Social Security “loophole” is soon to be closed. The Bipartisan Budget Act of 2015 was passed by the House on October 28th and among other things, it eliminates two popular Social Security strategies that we...
by Lori Eason | Nov 16, 2016 | Market Related
There are probably only five people in the entire country that aren’t shocked by the election results this morning. This election cycle has been particularly contentious but in typical fashion, half the country is happy today, and the other half in deep despair. I’m...
by Lori Eason | Sep 16, 2016 | Quarterly Commentary
After more than a year of wild market swings, the third quarter ended up being the calmest we have seen in quite a while. The S&P 500 finished up roughly 3% this quarter and had less than half the volatility than the previous nine months. Most of the quarter’s...
by Lori Eason | Jul 26, 2016 | Quarterly Commentary
This month, the S&P 500 and Dow Industrial Average set all-time highs. And while the seems impressive, it’s also important to note that those two market averages are only 2% higher than they were over a year ago. More importantly is the fact that all of the big...
