May 2019 In Review

U.S. economic data improved in May 2019 on balance, even as investors battled a resurgence in U.S.-China trade tensions. Click to read the full report as prepared by LPL Financial which includes updates about the economy, global equities, fixed income, al…

“Gee, Beav, there’s a little Felix and Oscar in the Economy and Stock Market!”

Lump Sum or Monthly Annuity Payments? How to Make the Best Choice for You

This article appeared in the March 2019 edition of Nevillewood Living

January 2019 in Review

The January 2019 performance report shows a solid economy with global uncertainty. Click to read the full report as prepared by LPL Research which includes updates about the economy,global equities, fixed income, alternative investments, and real assets.

The Financial Security of America’s Now and Future Retirees

This article appeared in the June 2019 edition of Nevillewood Living.

Unique Financial Planning Considerations for Corporate Executives

What’s in the Economic Store for 2019?

This article appeared in the January 2019 edition of Nevillewood Living.

March 2019 in Review

The economic data in the U.S. was mixed in March 2019, with leading indicators signaling low odds of a recession in the coming year. Click to read the full report as prepared by LPL Financial which includes updates about the economy, global equities, fixe…

December 2018 in Review

Does More Stimulus Mean Higher Inflation?

The fiscal and monetary policy relief measures we have seen over the past year have truly been historic. In order to stave off the worst effects of the economic shutdowns, Congress has been forced to pass trillions of dollars of stimulus (with more likely…