A Fond Farewell to 2016….
2016 ended up being a big year of ups and downs. After starting the year off with the worst start in stock …
There is a New Sheriff in Town….
…and it’s name is the Consumer Financial Protection Bureau (CFPB). The CFPB is a new government agency created by the 2010 Dodd-Frank …
Sad News
Susan Louise Cantlon, beloved wife of Michael our founder, passed away on June 15th from heart failure. They were married 51 years, …
Married Couple, Aged 47 and 44
Ellen and Rick are both still working. Both are saving to put their 3 children ages 16, 13, and 11 through college. …
Married retired couple, Aged 67 and 64
We have been working with Bob and Judy for the past 15 years. Together, they invested their assets and recently retired with …
Perhaps We Should Switch to Quarterly Statements
If you had only reviewed your security holdings on January 1 and March 31, you might have said, “What was all that …
“Violently Flat”
No fun at all. For you and certainly not for us. Each day we sailed our little ships onto the Sea of …
“Wake Me Up When September Ends” -Green Day
It has been a rough 3 months. In fact, it has been the worst 3 months since 2011. Unfortunately, we were prescient …
“Making a Silk Purse out of a Sow’s Ear.” -Stephen Gossen
There are many concerns in the markets these days. Whether the talk of the day is Greece, China, Puerto Rico or somewhere …
“The future is certain. It is just not known.”- Johnny Rich
Things are not as good as they seem. The economy, while improving, continues to show signs of distress. Something just doesn’t seem …