Latest Commentary

Rebalanced (our blog)

Our singular focus is on growing and protecting the wealth of our clients. This allows us to act in their best interest, providing objective guidance and disciplined investment management.

Outlook 2016
April 20, 2016
Despite the volatility, and the sharp reversal to the upside, the same fears and issues remain: oil price volatility, global slowdown fears, Fed uncertainty, China destabilization, and presidential election uncertainty. Because things have yet to paint a clearer picture, our strategy largely remains unchanged.

Policy Update – Social Security Benefits
November 5, 2015
Recently Congress announced that it is making changes to the Social Security filing strategies that many couples have used for years to add thousands of dollars to their retirement incomes. Before you read any further, please note that if you … Continue reading