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In the 1980s, Ronald Reagan famously said that we would “Trust but verify” in negotiating with Soviet President Mikhail Gorbachev.  When looking back at 2016’s happenings and market performance, somehow this phrase – “be optimistic and be prepared” – came to me and had me thinking of Reagan's quote. 

Patience finally pays off for long-suffering Cubs fans.  What did we learn from this team and how can these lessons help with investing?

The race between the two most unfavorable presidential candidates in decades ended with a huge surprise.  What lessons did we learn?  Should you change your plan as a result?  While these election results were a surprise, our advice is not.

Despite some positive news in October for corporate earnings, wages, the economy, and Cubs fans, concerns over the presidential election pushed the prices of stocks, bonds, and even gold lower.  What impact will the 2016 election have on the markets going forward?

August was followed by some big market swings in September.  The “market” sold off sharply to start the month and then eventually recovered to close virtually unchanged.  These swings may continue as we approach the election and possible interest rate increase.

For young professionals who have just started thinking about their financial future, utilize these simple steps to lay the groundwork for a strong financial future.

"What should I do with my stock options?" is a common question asked by many corporate professionals. This article provides a clear understanding of how stock options work, their benefits and risks, and some smart planning ideas for managing them.

While last month’s market might be called anything but interesting with most participants seemingly taking an August vacation, under the surface some intriguing shifts seem to be taking place. 

As clients start nearing retirement they often ask us if there are certain things they need to address that they may not have considered. While everyone’s situation is unique, I’ve come up with a few “retiree mistakes” that seem to be more prevalent than most.

The markets' (stocks, bonds, real estate, natural resources, gold) rally continued in July following the brief Brexit stock market tumble. Volatility like this can have different affects on a portfolio depending on whether a person is saving or spending.