We're six years into a surging bull market in U.S. equity markets. Bull markets usually last five to seven years. The stock market is valued above its
I can’t believe how fast time passes. We’re half past 2015. A minute ago it was Thanksgiving.
Mid-year is a good time to assess our financial progress. Here
It's a good idea to plan for the future. We don't have options later in life unless we plan to have them earlier in life. But things rarely go according to
Fee-Only wealth managers earn their fees for their investment management and financial planning expertise. It's a client-centric process. A client comes to
Many of the greatest fortunes created over our great nation’s history, were cultivated by
men who embraced both the new and the old. Rockefeller built an oil
One of the strategies we talk about often is our Value Equity strategy. Much has been written about the benefits to investors of buying stocks when they are
This is the "$100,000 question" and we hear it a lot! Of course the answer is: it depends! Common sources of retirement income include personal savings (401ks)
The US economy in the first quarter showed it's sharpest pullback since the recession, recording a 2.9% contraction in GDP. So why is the stock market still in
For investors who prefer to own stocks in their portfolio, but who need more stability than what stocks typically provide, the covered call and collar
I'm excited to announce that Travis Raish, CFA has come on board as the Chief Investment Officer for Dogwood Capital Management. We share the same values and
