Newsletter/Blog

As we move into the final quarter of 2018, its seems like a lot has happened this year but the story hasn’t really changed. 2017 was the year of calm and steady markets, and 2018 has been like roller-skating on a cobblestone road. Trade policy and tariffs have been a...

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,...

(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. It also...

Tom Endersbe, CEO and co-founder of Signature Wealth Management, has been named to the Financial Times’ prestigious list of 400 Top Financial Advisers in the U.S. Financial advisers from across the brokerage industry applied for consideration and were graded on six...

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 for...

(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...

October, 2017 As we roll on into the fourth quarter, it's a great time to reflect on your successes so far this year and make a final push to meet goals not yet achieved.  It's also the season of evaluating your benefits at work and your insurance at home.  If you...

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 explain what's going on....

What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what the plans cost and cover. In...

Beyond just picking good investments One of the most frequent mistakes in the investing world is to focus solely on what to invest in (which companies, funds, etc.) and ignoring other elements like how you save or how you're taxed. Consider the following: Traditional...