FIRST QUARTER 2017

First Quarter 2017 – Journey of 100 Days

With the election headwinds helping the stock market in the final weeks of 2016, we would not have been surprised to see the markets pause while President Trump began his first “100 days” in office. However, investors were handsomely rewarded for staying invested as the S&P 500 was up over 6% in the first quarter […]

FIRST QUARTER 2017

First Quarter 2017 – Taking Income from Your Portfolio

I think one of the most frequently asked questions I get from new (and existing) retired clients is “how much money can I take out of my account without depleting my principle?” Not only is this question frequently asked, the answer to it is often debated. There are a multitude of factors that go into […]

FIRST QUARTER 2017

First Quarter 2017 – Ignore the Dirt

About twenty five years ago, I was hosting a small group of people from our church for a Bible Study. Oh, these people lived in lovely homes. People who used their designer touch to decorate their homes. People who knew what to do with the items that came from Pottery Barn. People who moved with […]