Download a copy of our quarterly newsletter.

Q1 2018 Newsletter

Brain Game answers

Continued education is the key

to a financial compass.


3 Investment Lessons from the NBA Finals

Do well-constructed financial portfolios and winning basketball teams have something in common? The best teams and portfolios use diversification, a strong defense (against volatility), and follow a well-thought-out game plan to win the championship (and meet your long-term goals). >>Read more>>

Key Questions for the Long-Term Investor

Whether you've been investing for decades or are just getting started, at some point on your investment journey you'll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating,... >>Read more>>

“The Bull Market Could Continue Forever”

This headline from CNBC in August is probably more wishful thinking than thoughtful analysis. Yet the current bull market starting in March 2009 has already lasted over 100 months when measured . . . >>Read more>>

Six Reasons Why Boomer's Retirement Is Different From Their Parents'

Much Longer Retirement: Many people in previous generations worked as long as they could and very few were fortunate enough to have a retirement that would be considered “golden” by today’s standards. How many spent the last third (or more) of their lives pursuing hobbies and leisure instead of working? Boomers retiring in their 60s can . . . >>Read more>>

Compound and Compare

Approaching retirement with too little money is unfortunate. Furthermore, getting sucked into the daily hype that has people jumping in and out of the stock market can be disastrous. The market will inevitably go down once in a while, but history proves that despite this, the long-term trend for the market is up. Taking that into account . . . >>Read more>>

The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual.  We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation.