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Medicare Find-a-Plan Step-by-Step Guide

October 26, 2018A visual step-by-step guide to using the Medicare Find-a-Plan website for Part D drug plan comparison during the open enrollment period. Click here.

2018 Q3 Commentary

October 9, 2018It’s been a painful year to be a diversified investor and to own anything other than U.S. stocks. The third quarter was no exception. U.S. stocks, as measured by the S&P...Read More

2018 Q3 Review in Charts

October 9, 2018If you’d like to see the third quarter's market performance in chart format, click here and then on the image provided to open the PDF document.

Lehman Brothers – 10 Years Later

September 14, 2018Ten years ago tomorrow, Lehman Brothers filed for Chapter 11, becoming the largest bankruptcy in U.S. history. This came on the heels...Read More

2018 Q2 Review in Charts

July 11, 2018If you’d like to see the second quarter's market performance in chart format, click on the image below. Opens as a PDF file.