Category: Newsletters

The Advisor – September 2017

See below for the September 2017 edition of our E-newsletter, The Advisor  Women in Retirement: 60 Percent Not Saving Enough In November 2016, the Texas Conference for Women surveyed attendees about their retirement savings and found that almost a whopping 60 percent weren’t socking away enough. In fact, many weren’t even sure if they were going […]

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The Advisor

The Advisor-August 2017

See below for the August 2017 edition of our E-newsletter, The Advisor  Target Date Funds—Does One Size Really Fit All? If you have ever opened a brokerage account with an advisor, you know the first step is gathering information to determine the risk profile and appropriate investment allocation for the individual. In order to determine the […]

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The Advisor

The Advisor-June 2017

  See below for the June 2017 edition of our E-newsletter, The Advisor  Time to Reset Expectations We are now in the eighth year of an equity bull market, making this the second-longest upswing in American history.¹ Additionally, the bond market has been in a secular bull market since 1982 as rates on the 10-year treasury […]

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