by dkelley | Feb 23, 2022 | blog
Market Outlook Markets continued to set records in 2021 with the S&P 500 closing near record highs. 2021 was a tale of three stories. In the first part of the year, markets were driven higher led by cyclicals and small caps. Then came fears over the delta...
by dkelley | Jan 5, 2022 | blog
Are Your Social Security Records Accurate? Most everyone knows how important Social Security benefits are to financial security in retirement. Statistically, Social Security provides roughly half of all retirement income to retirees who had average lifetime earnings....
by dkelley | Oct 8, 2019 | blog
Global Asset Allocation Views – Q4 2019 Markets – The S&P 500 eked out a 1.19% gain for the quarter. Europe, Emerging Markets, and Small Caps ended the quarter lower, unable to continue the momentum from the first half of the year. Defensive sectors continue to...
