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Trouble in Tech Thumbnail

Trouble in Tech

The top 5 holdings of the S&P 500 Growth index are tech - Apple, Microsoft, Amazon, Facebook & Google. What does this matter from an investment perspective and what investors should we aware of.

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Michigan Hospital Layoffs Thumbnail

Michigan Hospital Layoffs

In the face of declining operating income, it has been reported that Ascension Health will begin an unspecified number of layoffs at 14 Michigan Hospitals. It is unfortunate to see layoffs at any employer let alone the size of Ascension. The number of people these layoffs could potentially impact is dramatic.

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First Quarter Market Update- Too Much of a Good Thing Thumbnail

First Quarter Market Update- Too Much of a Good Thing

As a kid, I took everything to the extreme. Whether it was collecting baseball cards, wrestling, or fishing I had the attitude that you cannot get too much of a good thing. As I grew up, I started to realize even the most positive and constructive things in our lives, when taken too far, can be damaging or even destructive. Hard work, exercise, money and adventure are a few examples. We have all heard the saying, “Too much of a good thing is...a bad thing” and I am sure all of you can think of a time when you experienced this cliche firsthand. What if I told you this is one of the biggest reasons the market has been so volatile lately?

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Defer or Diversify Thumbnail

Defer or Diversify

It’s that time of year again, when most of us are meeting with accountants or CPAs and tallying up our income from the previous year. It’s not uncommon for your financial advisor or tax preparer to talk to you about deferring some of your income through contributions to a pre-tax retirement account like an IRA, 401(k), 403(b), etc. Though tax deferral does have its benefits, is it always the right decision?

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Are Annuities Good or Bad Thumbnail

Are Annuities Good or Bad

“Annuity” now there is a word that generates some mixed feelings, and along with those feelings a myriad of conflicting opinions; both personal and professional.

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2017 Year End Market Update Thumbnail

2017 Year End Market Update

The stock and bond markets in 2017 were truly in extraordinary form despite the economy not necessarily growing in an extraordinary fashion.

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A Quick Overview of The Tax Cuts and Jobs Act Thumbnail

A Quick Overview of The Tax Cuts and Jobs Act

The last couple months have been full of colorful media commentary and speculation about the GOP tax reform. We now have clarity; Well, as much clarity as can be expected from a 1,000 plus page piece of legislation.

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