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Three Consideration to make before turning on Social Security Planning Intelligence by Steve Pollock Retirement planning is financial planning intelligence at its highest level. It requires the balance of understanding your unique vision of retirement, making rational assumptions about the future, and applying analytics to make informed decisions. During this

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – July 2017 * The French voted and the Eurozone survived. Euroscepticism rose and fell and it appears the EU will be stronger for it as France and Germany strengthen their political bonds. * The Purchasing Managers Index indicates improved economic conditions in many of

2nd Quarter of 2017 – 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

Summer Time is Here Risk Management by Sean Storck Summer will always have a hold on my imagination. I am closing in on 20 summers since I left childhood behind, but I still hold dear the long days of pickup baseball games, fireflies, thunderstorms and mischief. Today, June 21st, is

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – April 2017 * Politics has dominated the headlines so far in 2017. The 1st Quarter was focused on the incoming Trump Administration. The 2nd Quarter will serve as witness to the French Election and the potential consequences if a Euro-sceptic is voted in.

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 portfolios and features

Estate Planning Your Reason in Focus – Q1 2017 The end of life is complicated. Between the emotional aspect of losing a loved one and the responsibilities of properly handling the affairs of the decedent, dealing with death is just hard. The questions below are a small sample of the issues