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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How to Talk with Investors During Each Phase of Life

posted in Financial Life Cycles Mar 24, 2017


As you age, it’s easier to reflect back on the phases of life and appreciate the role each played in forming the person you 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 time went.

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