1. Our newest article for US News and World Report!

    We are excited to announce that we are new contributors to US News and World Report's personal finance blog “The Smarter Investor”! You can find our latest article written by President Owen Schrum here: https://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/2018-03-15/how…Read More

  2. Please Fasten your seatbelts.

    One of the biggest fears people have of flying is the sensation of turbulence. Turbulence, as it turns out, is a completely unfounded fear. There have been a reported 0 commercial airline crashes due to the occurrence of turbulence. The equivalent of turbulence in investing is market volatility, and…Read More

  3. 5 Things You Need To Know About SEP IRAs.

        SEP IRAs don’t get a lot of attention in the investment world, but they offer employers a wonderful way to set up retirement plans for their employees without the cost of more traditional accounts like 401Ks. If you are self-employed or work for a small business, you may very well ha…Read More

  4. Exploration, Rough Seas, and Market Volatility.

    On Jan 23, 1960 Don Walsh and Jacques Piccard stood atop a deep-sea submersible vehicle floating in the middle of the Pacific Ocean. Their goal was to take this craft, the Trieste, to the bottom of the deepest point in the ocean: The Mariana Trench. That day the ocean was especially rough, and the s…Read More

  5. Byron Wien’s 10 Surprises of 2018

    Every year for the past 36 years, Blackstone’s legendary Byron Wien commits to paper for all the world to see, 10 surprises he believes have a greater than 50% chance of occurring throughout the economy, the financial markets, and world politics. This week, just like the last 36 years, Wien put ou…Read More

  6. The Importance of Retirement Planning

    Whether it’s decades out or only a few years away, retirement is on the path for us all. Even it seems far away, the time for financial planning and figuring out your retirement financial portfolio needs to start now. It might seem unnecessary, especially if retirement is a ways down the road, but…Read More

  7. The Crash of Black Monday…Redux

    We tend to have short institutional memories. Sure, we all probably remember our first prom or the birth of a child but big events and their historic importance fade with time. Imagine waking up tomorrow and the headlines of the paper read: STOCKS PLUNGE 5233 POINTS DOWN 22.6% $4.4 TRILLION LOST Thi…Read More

  8. GOP Tax Proposal. What does it mean for you?

    There is some really good information coming up; things you probably want to know.  What your taxes may look like going forward. And it comes from a highly respected source.  So let me give you a bit on the source, IMCA® and then on the good stuff. IMCA®, or the Investment Management Consultants…Read More