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Key Questions for the Long-Term Investor

Key Questions for the Long-Term Investor. The reality is that the principles of successful long term investing are much different than most people think. Successful, long term investing” is EXTREMELY redundant

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Quarterly Market Review – Q3 2017

This year’s Third Quarter issue of the Quarterly Market Review provides a sneak-peek on how “a financial advisor can help investors decide on an appropriate asset allocation, stay the course during periods of disappointing results, and carefully weigh considerations if a given strategy is right for them.”

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Quarterly Market Review – Second Quarter 2017

While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the market place.  With that in mind we publish a brief market update each quarter.  Below you will find updates for the second quarter of 2017. Enjoy the read…

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