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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

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

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

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

“In this world nothing can be said to be certain, except death and taxes.” -           Benjamin Franklin Death and Taxes - As much as we do not like talking about the former we find the two guaranteed things in life are easily reviewed together. This quarter we want to bring

EXECUTIVE SUMMARY * The domestically produced Oil Export Ban in force since 1975 was recently lifted allowing for U.S. oil to be sold and shipped internationally.[i] * The Federal Reserve raised interest rates for the first time in nearly a decade with a symbolic move “off the bottom” by a

Protecting Americans from Tax Hikes Act of 2015 CONGRESS RENEWS TAX BREAKS IN YEAR-END LEGISLATION The Protecting Americans from Tax Hikes Act of 2015 was signed into law on December 18, 2015. The law renews a long list of tax breaks known as “extenders” that have been expiring on an