Client Letter – Q4 2012

Wow…what an amazing end to an interesting year! Despite a steady diet of bad news, most markets around the world climbed the proverbial “wall of worry” to log strong returns.  Major markets around ...

Retirees lose out on Social Security

Many retirees are claiming their Social Security benefits too early and losing out on their chance to maximize benefits, according to figures compiled by the Social Security Administration. It’s ...

“Echo Boomers” could give a big boost to the stock market

The Baby Boom generation born between 1946 and 1964 has dominated investment markets since the 1980s. They struggled for an economic start during the repeated recessions between 1973 and 1982, but then ...

2012: The Year It Didn’t Happen

Judging by the headlines in the financial press, investors spent much of the past year anxiously awaiting one calamity after another that failed to occur. The plunge off the so-called fiscal cliff was ...