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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Economic Commentary: Indicators Investors Should Monitor To Understand Market Direction

posted in Financial Life Cycles, Economic Commentary Mar 20, 2018


World financial markets are at an important inflection point. The extended period of market calm, complacency and record-low volatility has ended for the current investment cycle. The risk to both equity and bond markets is that economic data are too strong rather than too weak, creating a negative environment for inflation, monetary policy and interest rates.

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Is 100 the New 80? Insights into Mitigating Increasing Longevity Risks

posted in Financial Life Cycles, Client Relationships Oct 24, 2017


More Americans are reaching the age of 100 than ever before. The number of centenarians rose an astonishing 44% since the year 2000.1 Even more surprising is that some studies suggest half of all children born this century may live to at least 100 years old.2

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