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Category Archive for: ‘Blog’

  • Morningstar Investment Conference

    This was our second year attending the Morningstar Investment Conference in Chicago, which brings together some of the major thought leaders in our industry.  Listed below are a few of the conference’s outstanding speakers: Larry Fink, CEO of Blackrock Jack Bogle, founder of Vanguard Michael …

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  • The State of Labor

    As we celebrated our three day holiday, most of us didn’t think about labor. Of course, Labor Day was created to celebrate the achievements of the American worker. With that being said, what is the state of labor? Labor Utilization Rate First, let’s look at …

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  • 6093690339 A09493f126 Financial Planning

    Reasons for Continued Stock Market Volatility

    The recent bounce in U.S. stocks has been welcomed after the tumultuous January and most of February 2016.  Does this mean that we will race back to the S&P 500 market high of last year?  Of course short term market forecasting can be a futile …

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  • 11431740684 7a83a4e13b Volatility

    Good Read

    The last two weeks can definitely be defined as volatile. The financial press attributed the volatility to China, the price of oil, and investor sentiment.  A number of people are not only questioning why China should move the US market but also why one should …

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  • Ef35b40b2af51c3e81584d04ee44408be273e7d219b2154593f1 640 2015 Calendar

    Recap of 2015

    January 2015 started out with such high hopes for a lot of forecasters. Top forecasters projected that the S&P 500 index would end somewhere between 2100 to 2350 by December 2015.  However the S&P 500 ended in the red for the first time since 2011 …

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  • 6407270781 5287c9b6df Federal Reserve

    How Big is the Fed’s Balance Sheet?

    “A billion here, a billion there and pretty soon you’re talking about real money” –  Senator Everett Dirksen When the late Senator Dirksen served in the Senate, billions were the denomination of the U.S. government.  A half a century later, trillions are the current denomination …

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