Latest Thoughts
August 7, 2017
In
Insurance
Term Insurance Versus Whole Life Insurance
There are two main types of insurance, term and permanent. ...
August 2, 2017
In
Weekly Commentary
Is Policy Skepticism Creating A Small Cap Opportunity?
We believe small caps are becoming an increasingly attractive tactical opportunity. ...
July 19, 2017
In
Weekly Commentary
Global Summer Earnings
Can overseas earnings continue to grow and extend the first-half rally in many international markets?...
July 17, 2017
In
Insurance
Long-term Care Covered Services
What services are typically covered with Long-term care policies? We have prepared a concise description of your typical services needed as one is aging. ...
July 12, 2017
In
Weekly Commentary
Second Quarter 2017 Earnings Preview
Earnings season is underway this week (July 10-14) and may be another good one, with double-digit S&P 500 Index earnings growth possible. ...
July 6, 2017
In
Insurance
Will You Actually Use Long-Term Care?
There seems to be a lot of confusion when it comes to financial aid. Most of the families we talk to assume they will receive no financial aid what so ever, but the overwhelming reaction we hear is just plain confusion how the whole...
June 28, 2017
In
Weekly Commentary
A Technical Check-In
The global equity bull market is alive and well, with very broad participation. ...
June 26, 2017
In
Retirement
So, you’re recently retired, ahh – traveling is now much more relaxed!
There seems to be a lot of confusion when it comes to financial aid. Most of the families we talk to assume they will receive no financial aid what so ever, but the overwhelming reaction we hear is just plain confusion how the whole...
June 22, 2017
In
Weekly Commentary
Midyear Outlook 2017
We forecast 6-9% returns for the S&P Index in 2017. ...
June 22, 2017
In
Insurance
The 3 Biggest Misconceptions of Long-Term Care
There seems to be a lot of confusion when it comes to financial aid. Most of the families we talk to assume they will receive no financial aid what so ever, but the overwhelming reaction we hear is just plain confusion how the whole...
June 14, 2017
In
Weekly Commentary
Hurdling Overseas Earnings- What Do The Forecasts Tell Us?
Overseas earnings were even better than expected during the first quarter (Q1) of 2017. ...
June 7, 2017
In
Weekly Commentary
Master Limited Partnership More Going On Than Oil Price
Master limited partnerships (MLP) appear to be a natural way to invest in the changing energy landscape. ...
May 31, 2017
In
Weekly Commentary
Corporate Beige Book: It Keeps Getting Better
After a very strong first quarter earnings season, we expected to see management sentiment also improve. ...
May 24, 2017
In
Weekly Commentary
Focus on Fundamentals
What are we telling our investors? Focus on fundamentals. ...
May 24, 2017
In
Money Matters
Understanding Financial Aid 101 – The Basics
There seems to be a lot of confusion when it comes to financial aid. Most of the families we talk to assume they will receive no financial aid what so ever, but the overwhelming reaction we hear is just plain confusion how the whole...
May 17, 2017
In
Weekly Commentary
Earnings Update: Raising The Bar
Excellent earnings season but bar will soon be raised. ...
May 10, 2017
In
Weekly Commentary
Five Reasons Not To Sell In May
"Sell in May and go away" is probably the most widely cited cliche in stock market history. ...
May 3, 2017
In
Weekly Commentary
Reflecting on Nasdaq 6,000
The Nasdaq Composite hit 6,000 last week, more than 17 years after first reaching 5,000 in March 2000. ...