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It’s a presidential election year and with that comes the invariable stock market prognosticators seeking to predict election results or forecast the market’s direction. On one hand, the performance of the stock market during the two months leading up to the election has been somewhat of a predictor of who will win the race.

Businesses of all types are taking advantage of the enormous potential of social networking sites for business development, customer communications and public relations. The largest networking site, Facebook, has over 1.6 billion users which present a business with a significant opportunity to expand its reach to target markets beyond what the traditional marketing strategies can accomplish.

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

We are writing to inform you that in our target portfolios we have replaced the Scout Mid Cap Fund with iShares Core Mid Cap, a low cost indexed approach. Please note that this is not a performance-driven change as Scout has stellar long term numbers and has outperformed its benchmark so far this year.

By now you have probably seen that the citizens of the United Kingdom have voted to leave the European Union, otherwise known as the “Brexit”. This news has sent shock waves throughout the world and the markets as global leaders and investors alike grapple with how this news will affect all of us in the short and long term.

The Investment Committee has approved two changes to the construct of our target portfolios:

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