Written on March 31, 2015


This photo was recently displayed on MSN Money. It’s much like the photos we see during business comments on TV and other online financial reports. Why show us a stressed, unhappy guy on the trading floor of the New York Stock Exchange? Ok, the domestic stock market was down a little that day —- BUT:

What does this guy have to do with:

Making long term investment decisions?

Putting money away for a child or grandchild’s education?

Trying to reconcile capital gains and losses?

Deciding to change an asset allocation blend prior to retirement?

Determining risk tolerance?

Determining the sustainable income withdrawal rate in retirement?

What does this guy have to do with anything? FOGEDDABODDIT!

All information is believed to be from reliable sources however we make no representation as to its completeness or accuracy.  All economic and performance information is historical and not indicative of future results. Any market indices mentioned are unmanaged and cannot be invested in directly.  Additional information, including management fees and expenses, is provided on our Form ADV Part 2. All investments involve risk and past performance is not a guarantee of future results.