by dkelley | Jun 19, 2020 | blog
“What to do when things get choppy” “Rock the boat, don’t rock the boat baby”- The Hues Corporation When sailing from one destination to another there will be times when unfavorable weather will arise. Think of taking a cruise on the Atlantic Ocean, or even a boat...
by dkelley | May 13, 2020 | blog
Asset Allocation and Market Recoveries Asset Allocation Dilemma Money managers and individual investors have the dilemma of creating a proper asset allocation. The decisions involve assigning weights to equities, bonds, cash, and alternative strategies or asset...
by dkelley | Apr 28, 2020 | blog
Financial Opportunities As we continue to manage your investments during the current pandemic it is important to keep a focus on the 3 L’s that we use to help you build your goals. Reviewing the Lifestyle that you want to live, now and into the future, the Loved Ones...
by dkelley | Apr 20, 2020 | blog
Global Asset Allocation Views – Q2 2020 “It’s never paid to bet against America. We come through things, but it’s not always a smooth ride.” Warren Buffet We enter the second quarter of 2020 amid our first bear market since the Great Financial Crisis of 2008. We are...
by dkelley | Apr 16, 2020 | blog
CARES Act for Retirement Plan Sponsors In these unprecedented times the Federal Government has passed into law the Coronavirus, Aid, Relief and Economic Security (CARES) Act. Below is a summary of the impact on a company that provides retirement benefits to their...
by dkelley | Apr 9, 2020 | blog
FFCRA & CARES Act for Businesses In these unprecedented times the Federal Government has passed into law the Coronavirus, Aid, Relief and Economic Security (CARES) Act. Below is a summary of the impact on Small Businesses. There are additional benefits for...
