Good and (Mostly) Bad News about Social Security

Per the Wall Street Journal (subscription required) and a report from the trustees of Social Security and Medicare, expenses related to Social Security are projected to increase beyond its income level in the year 2020. What’s that mean? Well, in short: it...

Some Perspective on Recent Market Declines

Lest we seem impervious to loss or insensitive to client account values, let me lead with this: We hate losing money. We hate down days. We hate stock market declines. Period. With that out of the way, we’re not ready to write off 2018 as some kind of lost cause...