Conversation Starters: Talking With Investors During Each Phase of Life

posted in Financial Life Cycles Oct 22, 2019


As we age, it’s easier to reflect back on the phases of life and appreciate the role each played in forming who we are today. There were the awkward teen years, the aspirational college years, then a career, family and maybe even a dream home. Before you know it, retirement approaches and you wonder where the time went.

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The History of the Dow — Why Risk Control Matters More Than Ever

posted in Financial Life Cycles May 21, 2019


When you look back at life in America over the past 100 years or so, it’s amazing to see the progress made in society. Just a century ago, women were a year away from voting equality,1 there were only 48 stars on the U.S. flag,2 and the average number of hours worked per week was 45.6 with weekly average earnings of $25.61.3

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