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 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...
by dkelley | Mar 16, 2020 | blog
Coronavirus Market UPDATE As I write this, we have officially entered a bear market. The first official bear market since the 2008 financial crisis. The spread of covid-19 has caused supply constraints, lower demand, concerns in the credit market, and...
by dkelley | Mar 6, 2020 | blog
5 Areas of Your Financial Life to Get Organized Before Retirement The dream of retirement can be made a reality with a lot of careful planning and decision-making well before you actually plan to retire. If you are seriously starting to think about your retirement...
