Are You Ready to Retire?

In the United States, we have a potential crisis on the horizon.  The majority of Americans are not financially prepared for their retirement.Some future retirees are completely unprepared. The Employee Benefits Research Institute (EBRI)’s 2017 Retirement Confidence...

Investment Risk Management

Risk Management Safeguarding Assets There are more financial advisors than ever before in the US.  The most important difference is whether they have an independent and unaffiliated custodian. We do. The investment advisor initiates transactions as part of its...

How rising interest rates are affecting the markets

It’s October, which means autumn is upon us. But this year, it’s not just the leaves that are falling. The markets have been falling, too. On Wednesday, October 10, the Dow slid more than 800 points. The S&P 500 fell for the fifth straight day. And the tech-heavy...