News
Market Update – Bubble Bursting
Market Update: Bubble Bursting By: Rand Baughman, CFP® At the end of September, I had the opportunity to attend e-Money’s Advisor Summit in Scottsdale, AZ. I have family in Scottsdale …
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Let’s Talk Insurance. . .
Let’s Talk Insurance. . . “If I talk about insurance planning, will I die immediately?” Erik Mizell, CLU®, CFP® August 2017 Wait, before you close this message, let’s have a …
Market Update – Winter is Coming
Market Update – June 2017 – “Winter Is Coming” By: Rand Baughman CFP® It has been another good start to the year in the markets. All asset classes have seen …
Income Distribution
Income Distribution By: Erik C. Mizell CFP® CLU® As you embark on the fresh start of a new year, there are often many objectives and resolutions we all set for …
Budgeting: I’ll Wait Until Next Year
Budgeting: “I’ll wait until next year” By: Rob Victor December is the time of year that people get ready for the holiday season, spend money, and push things off until …
Brexit: The Only Certainty is Uncertainty
Brexit: The Only Certainty is Uncertainty
By: Rand Baughman, CFP®
Last Thursday night the UK voted to leave the European Union. The polls leading up to the vote were very close, but the general consensus was that the UK would ultimately vote to stay. Because of this general opinion, the Dow rose 230.24 points on Thursday and the S&P 500 rose 27.87 points. On Friday, after it was announced the UK had voted to leave, the Dow dropped 611 points and the S&P 500 lost 75.91 points...
Market Update: 1st Quarter 2018
Title: Market Update – 1st Quarter 2018 Rand Baughman, CFP® January The stock market ended 2017 as its 3rd best year since the Financial Crisis of 2008. Throughout January, it appeared …