Broker Check

Blog

At Measured Wealth we strive to keep our clients well informed.  Whether the topic involves changes in the market place, ideas in retirement planning, legislative changes, or just something fun, our goal is address topics relevant to you!  Be sure to subscribe and please don't hesitate to share with others who may benefit from the information!

 

Thursday, November 1, 2018

Third Quarter Review: The divergence in performances between U.S. and foreign stocks continued in the third quarter with U.S. equity posting its strongest quarter since 2013 while other developed and emerging equities weakened.1 Higher...

 

Friday, July 20, 2018

Second Quarter Review: Solid US stock market returns year-to-date reflect strong fundamentals driven by 20% earnings growth as tax cuts became effective. The Trump administration’s launch of tariffs on foreign countries has...

 

Monday, July 9, 2018

As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with years of market experience, can fall prey to mental biases that lead...

 

Tuesday, May 1, 2018

Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to...

 

Monday, April 9, 2018

First Quarter Review Trade war fear and an interest rate spike contributed to market volatility in the first quarter, resulting in a small decline in the stock market. In addition, a slew of company specific issues rattled technology...

 

Show All

Wednesday, April 4, 2018

As a financial advisors, we learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. We also often learn about their frustrations and regrets regarding past...

 

Thursday, February 22, 2018

Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are 8 key life events that could benefit from...

 

Tuesday, February 6, 2018

Fourth Quarter Review: The equity market rocketed higher with the anticipation and final passage of the “Tax Cut and Jobs Act.” The $1.5 trillion tax cut over the next 10 years should provide economic stimulus and...

 

Wednesday, January 17, 2018

Arguably the most popular buzzword in the global economy right now is "cryptocurrency." While Bitcoin is currently the most well-known cryptocurrency, most people don't understand it beyond the hype and reported skyrocketing value....

 

Wednesday, January 10, 2018

4 Financial Resolutions to Kick-Off 2018 You’ll Thank Yourself a Year from Now With New Year’s right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1st. The 7th...

 

Thursday, October 26, 2017

Third Quarter Review: Equity markets posted a quarter of strong gains in Q3 as a result of an economic goldilocks, with stable growth and tamed inflation supported by solid earnings growth. Tax cuts, Federal Reserve balance sheet...

 

Monday, October 9, 2017

As our lives have become increasingly digital over the last 20 years we have become more and more vulnerable to attempts by hackers to obtain our personal information. While we try to remain vigilant by changing our passwords and...

 

Wednesday, July 12, 2017

Review: The hope for a strong economic rebound in the second quarter may not materialize, as numerous recent economic indicators have revealed. However, the stock market has ignored the data and remains hopeful for strong economic...

 

Sunday, January 1, 2017

Many 401k plans were started with the idea of helping employees set aside money for their retirement. Plan sponsors, often times the business owner or partners, looked at this offering as an added benefit for employees or even a way to...

 

Wednesday, October 12, 2016

Third Quarter Review: After the Brexit fear, stock markets around the world rose sharply with the S&P 500 index gaining 3.85%1 and Global stocks as represented by the MSCI EAFE index jumping 5.80%2. As the concern for Brexit subsides,...

 

Monday, August 22, 2016

With the recent release of the Department of Labor’s new regulation, we at Measured Wealth want to reassure all plan sponsors whom we currently support, as well as those we have met with in recent years, that we are committed to...