Stay on top of the market

Every quarter we bring you timely insight on the economy and markets to help you on your path to and through retirement.

Stay on top of the market

Check here for quarterly market updates.

Quarterly Market Updates

Newsletter | August 2018

This month’s newsletter starts off with an update on the economy and the stock market. We then move on to the exciting innovations we’re in the midst of today, the shrinking supply of stocks, and something you should pay attention to in your portfolio – allocation drift. Finally, we wrap up with a discussion on fiduciaries and why you should care.

Newsletter | July 2018 | Firing On All Cylinders

by David G. Wilson, Jr.

This month’s newsletter starts off with an update on the economy and the stock market. We then move on to booming IPO activity in the U.S., the expected impact of the brewing trade war, and some stats on social security. Finally, we wrap up with a discussion of mounting inflationary pressures and what that could mean for markets and the economy.

Newsletter | June 2018 | No Sign Of A Recession

by David G. Wilson, Jr.

This month’s newsletter starts off with an update on the economy and the stock market. We then move on to how you can protect yourself against elder abuse, living a fulfilled retirement, and a discussion of real estate..

Newsletter | May 2018 | Dumping Stocks, Dividends, & Peak Oil

by David G. Wilson, Jr.

This month’s newsletter starts off with an update on the stock market. We then move on to a special announcement, a little housekeeping, & a discussion of dividends. Finally, we wrap up with a closer look at the concept of “peak oil” and small-cap stocks.