Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.
In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.
In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security remains elusive.
Quarterly Investment Commentary as of October 1, 2015
Quarterly Investment Commentary as of July 1, 2015