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 2017
January 19, 2017
Despite everything that happened last year, the S&P 500 still managed to finish the year up 12% on a total return basis. In spite of the uncertainty, the resiliency of this bull market shows that underneath it all, market fundamentals still look strong.

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