Brexit Breakdown

This week’s blog topic was a pretty obvious choice.  The United Kingdom made a disappointing exit from Europe in the last week, and I’m not just talking about their epic upset in the 2016 Euro Cup at the hands of Iceland. Brexit, in short, was a referendum on whether or not the citizens of the United Kingdom wanted to remain in the European Union or not.  Last Thursday’s vote wound up, somewhat surprisingly, with 52% of voters in favor of leaving the union. I want to use this time to be as helpful to… [read more]
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Check Your Mirrors

“He who doesn’t look ahead remains behind.” “Looking back gives you regrets. Looking ahead gives you opportunities.” “Don’t look back, you’ll miss what’s in front of you.” There seems to be consensus among the proverbs that when directing our focus, we ought to be looking ahead rather than behind. In fact, the implication is that looking behind us will lead to bad things – regrets, missed opportunities, lost ground. As someone who spends a lot of time talking about how to prepare for the future, you might think I am another proponent of forward focus… [read more]
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10 Reasons to Be Cheerful

(from Dimensional Fund Advisors’ Outside the Flags blog by Jim Parker dated 6/14/2016. Jim is a Vice President with DFA, leading the communications and marketing team in the firms’ Australian office.)    Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media calls news, and there also are a lot of things going right. It’s true the world faces challenges in maintaining stable and well-functioning social, environmental, and economic systems. The legacy of… [read more]
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A Reasonable Lack of Trust

If you don’t live and breathe financial services like we do, you may have missed the furor over the Department of Labor’s recent fiduciary rule regarding retirement plans and IRA accounts.  Before you roll your eyes and move onto something you think is more interesting – stay with me.  This is an issue that impacts your ability to retire when you want, with the income you need. As a business owner, I am not a proponent of big government and increased regulations.  We have enough rules to follow, reports to file, and taxes to pay… [read more]
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The More Things Change

While we never pretend to have the ability to forecast where markets, interest rates or much of anything is going in the future, we can certainly analyze where we’ve been and make assumptions as to why. The first five months of 2016 proved just how fickle markets can be in the face of changing headlines.  January and February saw markets driven down substantially by fears of a looming recession, a seemingly bottomless oil market, slowing growth in China, the Fed’s pending quarterly rate increases and the 2016 election. March saw a strong rebound back into… [read more]
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