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Last week our Investment Committee approved a slight change to the bond allocation within our target portfolios. Specifically, we are reducing exposure to floating rate fixed income and are investing the proceeds into corporate high yield bonds.

Dear Clients,
Below please find the updated mailing schedule for your 1099 consolidated form from LPL Financial. LPL mails 1099 consolidated forms in waves to account for various deadlines and income variations so that your tax information is timely, accurate and reliable.

We are writing to inform you that our Investment Committee has decided to remove the Loomis Sayles Investment Grade Bond Fund from our clients’ portfolios and invest the proceeds equally between the bond allocation’s other two taxable, high quality bond investments.  Loomis’s long term performance (both absolute and index-relative) is outstanding, and it is a position tha

Many successful football coaches share a trait with great financial planners in that both plan for negative events in advance.  If a good coach’s team is down 17 points in the 2nd quarter, he does not panic—he’s already mapped out, in the preceding week of practice, what would happen if the game took a downturn.  These coaches prepare the team to flawlessly exec

Normally, the first few trading days of the year are buoyant as investors look optimistically ahead. 2016 has not followed this path.  A rise in geopolitical tensions stemming from North Korea’s possible nuclear test, discord between two of the most powerful Middle Eastern countries, and the ongoing fear of terror attacks at home and abroad have all weighed on investor sentiment.

We began to put together our thoughts to share with you on this current market selloff, only to see an article in this weekend’s Wall Street Journal exactly and succinctly mirror our sentiments. The link to the article is below – please know that we have a close eye on the markets and economy and are ready to act quickly if we feel it is warranted.

The stock and bond markets, both US and foreign, have become increasingly challenging to navigate over the past year, much more so within the past month, and even more over the last few days.

The subject of Greece’s debt has been dotting the headlines for upwards of seven years.