Investment Grant Glenn, CFA, CFP® Investment Grant Glenn, CFA, CFP®

What's Different This Year?

Last week, Thanksgiving reminded me there are many things to be thankful for.  Most importantly – friends, family, food, and shelter.  Us Americans should also be grateful for a strong job market, a healthy economy, and tariff-free turkeys.  As we near the longest expansion in U.S. history, just behind

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Investment Noble Wealth Partners Investment Noble Wealth Partners

Building Castles in the Sky

One of the most fundamental aspects of economics and money is the relationship between supply and demand and its effect on prices. When the stock market reaches certain valuations, sometimes there just aren't enough buyers (i.e. demand) at those new, higher prices.  This means, the market can go down

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Investment Jeff Brainard, CFP®, CFS Investment Jeff Brainard, CFP®, CFS

Dow down 1,300 - what's your move?

Have you been watching the markets the past few days? Harrowing!

If you’re like many people you may be currently recovering from the damage the headlines did to your heart.

And that’s understandable. News stations screaming that…

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Random Grant Glenn, CFA, CFP® Random Grant Glenn, CFA, CFP®

Drilling into the Details of Proposition 112 - An Unbiased View

First of all, don’t frack into this topic online. Special interest groups have littered the internet with their “facts” about the bill. You may find a lot of what you read only argues one side of the bill. This is an important bill and this piece is intended to provide you with an unbiased overview of the relevant

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Investment Grant Glenn, CFA, CFP® Investment Grant Glenn, CFA, CFP®

Longest Bull Market Ever

We are officially in the midst of the longest bull market ever for the S&P 500 (by one measure).  Before you start running for the exit, remember, bull markets don't die of old age, they die of excesses. 

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Investment Grant Glenn, CFA, CFP® Investment Grant Glenn, CFA, CFP®

Picking up Quarters in Front of a Steamroller

Do you have an advisor that talked you into buying business development companies (known as BDCs), leveraged loans, or senior loans? It’s a good time to ask yourself if they understood what you would be risking when they made the recommendation?

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Jeff Brainard, CFP®, CFS Jeff Brainard, CFP®, CFS

The Next Financial Crisis?

$1.52 Trillion - the total amount of student loan debt outstanding

45 million - total number of student loan borrowers in the system

$27,975 - average student loan balance for ages 20 - 30

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Grant Glenn, CFA, CFP® Grant Glenn, CFA, CFP®

Is the Phillip's Curve Dead?

Is the Phillip's curve dead? Historically, we have seen inflation ramp up at these unemployment levels - but not this cycle.  Why doesn't inflation pick up?  Well, as the labor market tightens, employees are put in a better position to negotiate wages, their higher wages allow them to purchase more goods, rampant demand for more goods then enables employers to raise prices without a significant impact to their sales volumes.  And the cycle continues....

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Jeff Brainard, CFP®, CFS Jeff Brainard, CFP®, CFS

Owning Your Retirement

Given that backdrop, let's get to the meat of Ben Carlson's article - how hard is it to save a million dollars in your 401(k)?  Again, the answer to this question is dependent on a lot of different factors.

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Grant Glenn, CFA, CFP® Grant Glenn, CFA, CFP®

On Our Mind

As we wrap up a week filled with numerous headlines and little market movement, here are some things on our mind.

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Jeff Brainard, CFP®, CFS Jeff Brainard, CFP®, CFS

Halftime Market Report

It's July 16th and we're back after taking last Monday off for some recovery time post-Independence Day week.  I think it's time for a good, old-fashioned halftime report on what's going on in the markets and economy as we move into the second half of 2018.

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Jeff Brainard, CFP®, CFS Jeff Brainard, CFP®, CFS

Retirement or Financial Independence

One of the most common phrases I hear when chatting with people about my firm and what I do for a living is some variation of the following...

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