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October 2016 – An Economic and Market Update

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – October 2016 * The markets have performed well since the “Brexit”, but we still have a long way to go until we hear the final words on the United Kingdom leaving the European Union. * Though past performance does not guarantee future results, growth

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Portfolio Review: The Science Of Investing

PORTFOLIO REVIEW: THE SCIENCE OF INVESTING Your Reason in Focus – Aug 2016 “Data show that over time investments work better than investors. This is true because emotions, such as fear or greed or exuberance, influence decision making. Whether it’s real estate or stocks or bonds or gold or silver,

Every Summer Has a Story – Announcing the AIF® credential

EVERY SUMMER HAS A STORY Announcing the AIF® credential – July 2016 “And so with the sunshine and the great bursts of leaves growing on the trees, just as things grow in fast movies, I had that familiar conviction that life was beginning over again with the summer." - F.

life insurance review

Life Insurance Review

LIFE INSURANCE: A NECESSARY CONVERSATION Your Reason in Focus – May 2016 Life insurance is an interesting topic. Not interesting like watching a rocket land upright after re-entering Earth’s atmosphere interesting. But certainly on par with a National Geographic Special on the Lifecycle of the Snail. The difficult part of

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April 2016 – An Economic and Market Update

An Economic and Market Update EXECUTIVE SUMMARY * The 1st quarter of 2016 presented investors with an initial period of sharp market drawdowns followed by steady recovery through the end of the quarter. * The state of the labor market is a popular discussion topic for Presidential candidates with some sounding the

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First Quarter of 2016 - Snapshot of the Financial Markets

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified po

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The Story of Your Life

We recently had one of those moments when life asks you to break away and take stock of that “fine mingling”. Our very own Steve Pollock welcomed a new addition to his family – a beautiful baby girl. We came upon the following video at a conference this past year. It speaks to this moment and gives