Navigating Choppy Waters

Navigating Choppy Waters

This year started off with big volatility, and while the size of market moves has calmed down a bit, the up-and-down bounce has been a constant this year. With little hope of the news cycle slowing down, and with mid-term elections this fall adding fuel to the fire,...
April Newsletter – Volatility, Trade Wars, and What’s Next?

April Newsletter – Volatility, Trade Wars, and What’s Next?

(from the desk of John Madson CFP® CRPC®) When you think back on 2017, will you remember it as a calm and positive year? From a market perspective, that’s exactly what it was. For the first time in history, the S&P 500 was up every single month of the year....
Tax Cuts and Jobs Act

Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act legislation has been passed by Congress and awaits the president’s signature. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective...
November Newsletter – A Time For Thanksgiving

November Newsletter – A Time For Thanksgiving

(from the desk of John Madson CFP® CRPC®) I have a small ritual that I go through on a regular basis, which includes my vision for my future and the ways in which I want to improve myself.  It also includes a review of the things in my life that I am grateful for. On...