Insuring Your Retirement

Helping high-income households insure retirement.
We break down complicated ideas into useful information and actionable plans.

Inflation & Lower Third-Quarter Growth

September was a difficult month for the major market indices as investors remained concerned about the possibility of inflation and the nation’s difficulty with achieving a vaccination rate that could somewhat stabilize the economic picture....

How Financial Marketing Has You Off Course

In 1979, a passenger jet carrying 257 people left New Zealand for a sightseeing flight to Antarctica. The pilots had never flown this route...

U.S. Dollar Strength Has Reemerged

The most recent FOMC 2-day policy meeting brought a change in their policy language that it could start to reduce, or ‘taper’, its $120 billion in...

Inflation & The Federal Reserve

Before buying into central bank assurances that inflation is transitory, we must remain vigilant of the fact the largest risk facing the economy...

Evergrande's Cash Flow & Debt Problem

I'm sure you have seen Evergrande's name in the news this past week. Here is some information to help you understand what is happening along with...

Markets Up While U.S. Presence In Afghanistan Ends

The beginning of September found the nation with several events that will influence the markets. On August 1, 49.6% of all Americans were fully...

Large Cap Stocks Advance Despite Delta, Drought & Evictions

As we reach the midpoint of summer, the nation is only about 50% vaccinated; the Delta variant is disturbing and mask mandates continue to be an...

Market Update - 6 Key Items & Observations

Click below for a Market Update with Joe Maas.

Covering topics such as inflation, interest rates, corporate endings, the fed, the US 10 year...

Halfway through 2021

This year’s July 4th holiday finds the nation at the halfway point of the year with Q2 behind us and approximately 46.4% of the population...

Portfolio Manager's Quarterly Commentary for Q2

The second quarter under the Biden administration saw the economy continue to recover as vaccination rates continue toward an aspirational rate of...