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...
Global Growth in 2017

Global Growth in 2017

If you’re invested in a broadly diversified portfolio, you’ve probably noticed that this year your international stocks are among your better performers.  If you’re wondering why, here are two charts from our friends at JP Morgan that can help...