by dkelley | Jan 5, 2018 | blog
Managing Risk and not Returns As global equity markets continue to hit all-time highs, clients, family, and friends tend to ask the question: How is the market doing? This previous question only touches on the return factor in investment management as individuals...
by dkelley | Dec 7, 2017 | blog
Winter Winds with no HealthCare Breeze…Are you Ready for it? Every winter, consumers using the Affordable Health Care Exchange are asked to choose their healthcare benefits for the following calendar year. November 1 began the 6 week open enrollment window that ends...
by dkelley | Nov 6, 2017 | blog
The October 7th-13th cover of The Economist led with the phrases “The bull market in everything” and “Are asset prices too high?” The main article mentioned potential bubbles in equities (at an all-time high), fixed income (boosted by easy monetary policy), real...
by dkelley | Sep 22, 2017 | blog
Sorry for the pun (hopefully you have heard of The Story of Goldilocks and the Three Bears), but as we get near year-end it seemed opportune to discuss the current market sentiment and our future outlook. The U.S. economy is currently in a sweet spot, or a Goldilocks...
by dkelley | Oct 5, 2016 | blog
The dreaded Free Application for Federal Student Aid will be available October 1st of this year and should be easier to complete because you can use 2015 tax returns and not have to do any updates in the spring after filing your 2016 returns. The following link...
by dkelley | Aug 24, 2016 | blog
The applications are in, standardized tests are complete and a college decision has been made. Now all there is to do is outfit the dorm room and drop the kids off, right? Maybe not. A recent visit to an attorney’s office to update our estate documents opened our...
