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.

Third Quarter Market Commentary
October 14, 2015
While we are watching the recent turmoil very closely, we do not believe that this is another "Financial Crisis". Nevertheless, it seems likely that a lot of the "easy money" of the past seven years has been made, and we will need to look beyond US Stocks to generate consistent returns for the foreseeable future.

Opportunity in a Changing Market (Roth IRAs)
October 14, 2015
Convert, De-convert, Re-convert…The stock market’s recent drop has no immediate tax impact on traditional or Roth IRAs invested in stocks and ETFs. That’s because neither losses nor gains are recognized within IRAs. However, in today’s market, if there is a … Continue reading