Happy Veterans Day-A Tribute to My Grandfather

On Veteran’s Day, I am reminded of the life of my maternal grandfather, Joesph Thomas Dickerson.

At age 17, so anxious was he to defend his country during WW I that he fibbed about his age […]

November 11th, 2016|Veterans Day|

What Does President Trump Mean For Investors?

How political parties affect the markets and the economy

Now that the 2016 presidential election is over and we can refer to Donald Trump as President Trump, it’s time to examine some additional questions. More specifically, […]

November 9th, 2016|Uncategorized|

Will Hillary Clinton or Donald Trump Be Best For Investors?

How political parties affect the markets and the economy

Now that the two major political parties have finally selected their candidates, it’s time for investors to ask the important questions. Namely, does the party occupying the […]

October 25th, 2016|Economy, Investing, Retirement, Stocks|

It Finally Came….September 15, 2016

We finally made it.  September 15, 2016.  We had been eyeing this date for 22 years!

Back on July 7, 1994, while searching for a suitable investment for our then 52 year old clients, we stumbled […]

$10,000 to $180,098… A True Story


One of the benefits of having worked three decades in the investment business is that you gain some perspective.  Let me share with you a quick story.

In 1985, as a brand new investment professional with […]

July 26th, 2016|Investing, Market correction, Retirement, Stocks|

Celebrating Father’s Day

We have come upon Father’s Day (Sunday, June 19), so it’s time to honor our fathers and to celebrate their contributions to our lives. Some of our fathers are living and some have passed. And […]

June 17th, 2016|Fathers Day|

Investing in Your Vacation

Why do most avoid this important investment?

Why do so many of us not use our vacation days? Salespeople talk about “leaving money on the table.” Well, employees leave vacation on the table. And the cost […]

June 6th, 2016|Financial planning, Investing|

Congratulations, Graduates! What are your next steps, financially?

What recent graduates (and their parents) need to think about

Spring is here, summer weather has begun (in many places), and graduation time has arrived. Across the country, students are finishing their high school, college, and […]

May 20th, 2016|College graduates, Financial planning, Investing|

What does it mean to “Sell in May and Go Away”?

Is this a worthwhile investing strategy?

One of the oldest stock market strategies is to “Sell in May and Go Away”. But what does this phrase mean? Is there any historical reason for selling stocks in […]

May 16th, 2016|Investing, Market correction, Retirement, Stocks|

Early Retirement Sounds Good…But is It?

Have you ever reviewed your pay stub and entertained thoughts of taking an early retirement? Suppose you are age 55 and could take home 60% of your pay if you were to retire now. If […]

May 9th, 2016|Inflation, Investing, Retirement, Social Security|