While there are many valuable reasons to use a professional when managing your investments, these are the Top 4 Reasons why you might want to consider using The

Economy

Small Business Optimism, Confidence

Small to medium businesses,  defined as privately held enterprises employing 500 or fewer,  are an important part of

Lots happening in the markets, working with clients, and living life. 

Resuming my weekly summary of events in the economy, markets, and specialty areas of

Plan First Philosophy

Sound planning must support the adoption of any financial/investment strategy. Our practice will work with you to help you analyze your

I have seen the costs of healthcare explode over the past 20 years,  both as an advisor developing financial plans,  and what myself and family have experienced

While there are many valuable reasons to use a professional when managing your investments, these are the Top 3 Reasons why you might want to consider using The

After last weeks market sell off,  we are seeing many,  many stories and posts  on why this occurred,  and what you should do now.  

Here are a few examples. 

 Economy

Advanced Estimate for Q2 GDP came in at 2.8%

The advanced estimate for Q2 GDP at 2.8%,  surprised forecasts.

The majority of consumer spending came

Economy

CPI Surprises,  Falls More than Expected

The Bureau of Labor Statisticscs released their June report for the Consumer Price Index on July 11th. 

Economy

Housing

• Pending Home Sales were down in May, falling 2.1% from the previous month and now at their lowest level on record. 

Source: 

Economy

The Leading Economic Index (LEI) from the Conference Board was down 0.5% in May, worse than expected

This was its third consecutive monthly decline