by dkelley | Jul 29, 2020 | blog
*Student Loan Debt Reaches 1.6 Trillion Now What? You just graduated in the middle of a pandemic, you had to have a virtual graduation ceremony, unemployment rates are double digits and now it’s time to pay back your student loans. Just like paying for college,...
by dkelley | Jul 14, 2020 | blog
Global Asset Allocation Views Q3 2020 2nd Quarter Recap Markets exited bear territory finishing just shy of all-time highs. NBER (National Bureau of Economic Research) finally called the recession when it appears we may already be exiting and entering a new cycle....
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...
