Expert Articles

How Will the Financial Markets be Affected by Pulling Out of the Iran Nuclear Deal?

Trump Follows Through - Now What? President Trump fulfilled another campaign promise by withdrawing from the Iran nuclear deal,  officially titled the "Joint ...
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Why You Shouldn’t Compare Stocks to GDP

Finding Clarity in a Murky Field Economics, "the dismal science", is hard for most people.  It’s even hard for economists who rarely agree ...
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Treasury Note Yield at 3% and Why It Doesn’t Matter

Negative Reactions The stock market reacted negatively when the yield on the 10-year U.S. Government bond reached 3%. There was a major one-day ...
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Scary Headlines and Bad Advice

When Crying Wolf is Profitable I was listening to the car radio the other day and hear an ad by someone who was ...
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Identity Thieves Now Targeting Social Security Benefits

Who Might Have My Number? I wanted to pass the following story along as a warning to people who are approaching Social Security ...
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How Interest Rates are Determined

From our favorite economist - Brian Wesbury: An entire generation of investors has been misled about interest rates: where they come from, what ...
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2017 Top 40 Under 40 Honoree: Stephen Korving

At work: President of Korving & Company, a financial planning and investment management firm focused on helping families plan for a secure retirement ...
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Ignoring the Invisible Hand

Our favorite economist, Brian Wesbury, of First Trust, has some comments about the culture and Higher Ed.  Thought provoking. One of the most ...
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Do I Need a Financial Advisor?

Not everyone needs a financial advisor. But if you are not sure about how your financial assets should be invested, if you make ...
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Does Volatility Make You Nervous?

One of our favorite economists, Brian Wesbury, has some comments on recent volatility and the economy. When Volatility is Just Volatility Stock market ...
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Tax Cuts and Jobs Act Highlights

Significant reforms of personal income tax Most taxpayers pay less at all levels Marriage penalty reduced. Increase in Standard Deduction $12,000 for individuals ...
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Ten for 2018

1. It’s going to get complicated. The global economy is strengthening but there are crosscurrent including rising interest rates and changes on the ...
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A Different Tax Saving Strategy

Tax loss harvesting allows people to reduce their taxable income by selling securities that have gone down in value. Capital losses can be ...
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Stay Invested: Economy Looks Good

One of our favorite economists, Brian Wesbury, Chief Economist of First Trust, offers this advice: The current recovery started in June 2009, 105 ...
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Planning Makes a Difference

Five reasons why you should work with us to create a retirement plan. Helps you focus on your goals. Address your concerns. Identify ...
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How Tax Brackets Work

Being in the 24% tax bracket doesn’t mean you pay 24% on everything you make. The progressive tax system means that people with ...
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5 Reasons Why You Should Work with a Professional to Create a Retirement Plan

Focus your goals in retirement and how you will pay for them. Address your concerns and expectations for retirement. Identify things that could ...
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Financial Planning is the New Employee Benefit

Some of the most progressive companies are introducing a new employee benefit: company-paid financial guidance. Concerned about their employees’ retirement funds, and acknowledging ...
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Why Unwinding QE is Not a Threat to the Bull Market.

Brian Wesbury has a new Monday Morning Outlook out that is worth considering. On March 9, 2018, the bull market in U.S. stocks ...
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Clear Skies Ahead

Brian Wesbury of First Trust: You know the old saying about every cloud having a silver lining? Well, if you listen to some ...
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Market Shakeout

Following a virtual non-stop rally in the stock market since the beginning of 2017, we are not particularly surprised that the stock market ...
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Market Commentary by Bill Miller

Here are some selected comments by highly regarded portfolio manager Bill Miller: The year 2017 surprised most pundits in several ways. It was ...
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Savers vs. Investors

The last two decades has been devastating for savers, especially retirees. A Wall Street Journal article noted that retirees continue to get squeezed ...
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The Great Wealth Transfer: Husband to Wife

Let’s face it, women outlive men. We’ve heard this before, but this presents a unique challenge for planners. In the traditional family the ...
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Required Minimum Distributions

In 2017, the oldest baby boomers, who turned age 70 in 2016, reached the required beginning date (RBD) for taking withdrawals from traditional ...
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