Winter 2015 Newsletter
View the PDF here...
View the PDF here...
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By: Sam Swift, CFA, CFP® August 2015 was not the best month for the stock market. In fact, we just went through the 35th worst month of the past 50 years. This is not something I knew off the top of my head, by the way. That would be borderline psychotic. Actually, I thought it […]...
In talking to clients over the past week or so, we’ve heard the same comments: “Just checking in. Are things okay? Do we need to be doing anything?” Embedded in their anxiety (surely spurred on by the emphatic headlines and shouting heads of the media) are two central questions: Have markets f...
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By: Sam Swift, CFA, CFP® You may have noticed that the Dow and S&P 500 have closed at record highs lately. Good news, of course, but it also makes it an easy time to be the daily headline writer financial news sites. At the end of the day, you just pick one of these: S&P […]...
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Please click the following link to access the fourth in our series of educational pieces, written by Hank Peck, CFP®, one of the wealth advisors in our Tucson office. Back to Basics #4...