Industry Insights

Our friends at Mass Mutual have produced an outstanding video on student loans for viewing.

1. Know the most tax efficient way to manage your investments is to hold the winners and let them run, and to sell the losers quickly. With this philosophy, you learn to fail fast and hold the strong stocks that carry the potential to be home runs.

For years, I have been a fan of auto racing. Usually by mid-summer auto racing drivers enter what is known as the silly season, a time of year when the speculation begins about who will be driving for what car during the next year.

We have all been there… your car stuck on the side of the road when you have places to be and people to see. Maybe you have a flat tire, or maybe it is something worse like a bad transmission.

We rarely, if ever, make predictions on markets. Our view is that there are enough people with those opinions, and who are mostly wrong.

On Saturday, September 22nd, we had our client appreciation picnic at Martin Snook Park. Leiter's catered a wonderful spread.

Withdraw rates may be excessive, not enough or just about right. One common question for retirees is: How much can we withdraw from our investments for living expenses throughout our retirement?

Every four years the Summer Olympics rolls around and it’s hard to believe that the Summer Games are upon us once again. It seems like just yesterday when Michael Phelps won a record eight gold medals in a single Olympics in Beijing.

We all dream of a long and healthy life. Seeing our grandkids graduate from college, marrying, and having children of their own. Ahh, the family legacy is passed on…longevity.