by dkelley | Aug 28, 2015 | blog
The equity markets have undergone a pullback in recent weeks. Fixed income markets have been up during this time as investors have sold equity positions in favor of fixed income. Our more conservative models have reduced equity allocations in favor of fixed income...
by dkelley | Aug 18, 2015 | blog
Once you have secured a steady stream of retirement income, the next step is to make sure that you continue to give yourself a raise every year. Just as you were accustomed to regular increases in income during your working years, in retirement you will need to...
by dkelley | Jul 23, 2015 | blog
Retirement income planning is a hot topic today that bears some discussion. This is the first in a series of articles that will tackle the issues most important to those of us facing retirement in the next ten to 15 years. When contemplating retirement, the major...
by dkelley | Jul 15, 2015 | blog
The global economy has experienced a flurry of economic news recently, including U.S. interest rate increase expectations, Greece debt, and volatility in China. In the short term, the news of these events can cause the financial markets to react sharply. Financial...
by dkelley | Jul 14, 2015 | blog
Greece is in the headlines regarding its position within the European Union (EU) and its ability to pay its July 20 bond payment. It’s important to keep Greece’s economic impact in perspective and to note that the risk of a Greek default in terms of its broader...
by dkelley | Apr 17, 2015 | blog
Teaching our children well is a responsibility all parents share. Here is an article with tips for how to teach your children about money and how to use it wisely. Read More.
