by Judy Esau | Dec 23, 2020 | Portfolio Research
While 2020 has been a tumultuous year, it did present several investment opportunities that benefitted our clients’ retirement portfolios. As we approach the upcoming holiday season and what we all hope will be a better New Year in 2021, we wanted to provide our...
by Judy Esau | Sep 11, 2019 | Portfolio Research
There have been three primary drivers regarding the most recent market volatility, the ongoing US/China trade conflict, increasing signs of slowing US economic growth, and data indicating that global manufacturing is slowing for the first time in 3 years. Looking...
by Judy Esau | Aug 22, 2019 | Portfolio Research
Gold prices recently topped $1,500 a troy ounce for the first time in six years, extending a rally that began earlier this year. So, why is the price of gold rising, and what impact will this have on your retirement portfolio? The answer to the first part of this...
by Judy Esau | May 6, 2014 | Portfolio Research
“Would the Target Date funds offered by my employer be a sufficient alternative to active asset allocation?” This is a question many investment professionals address regularly and there is no easy answer. However, contained herein is an attempt to describe Target Date...
by Judy Esau | May 6, 2014 | Portfolio Research
Our construction process begins with collecting pertinent client information, including a capital needs analysis and risk tolerance profile. Once a client’s information has been obtained, an initial portfolio can be created and rebalanced periodically.Each portfolio...
by Judy Esau | Jul 10, 2013 | Market Outlook, Portfolio Research, Tax Awareness
In the recent past, annuity investments were generally frowned upon by advisors, due largely to their inflexibility, fees and the use of them inside retirement programs that were already tax sheltered programs. Limitations with regard to survivorship options,...
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