Important News for Our Clients
July Insights


“Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” ― Warren Buffett
It’s hard to believe that another quarter has come and gone. For the past few months, talk of tariffs and trade wars has dominated the media and left many investors uncertain about what actions, if any, they should take to safeguard against economic uncertainty. Yet if these talks tell us anything, it’s that now more than ever, we must cut through the noise—of social media, television, ads—and focus.

The first article provides a straightforward explanation of the trade tensions garnering so much attention in the media. You’ll learn why analysts and investors are wary of tariffs and the steps you need to take to help ensure your portfolio can withstand the threats. Next, learn how to plan a successful and fulfilling retirement. Hint: it takes more than just ensuring your finances are in order. The third article explores the issues that arise when women leave a majority of financial planning decisions to their spouses. Lastly, discover the 25 best places to retire based on several factors that are especially important to retirees.

With summer in full swing, we hope you enjoy the freedom and joy that so often defines this season. As always, if you would like to discuss the topics in this letter or any other relevant information, please get in touch.

Articles of Interest


Untangle reality from the media speculation and discover what changes you should make to your financial plan while the threat of tariffs and trade wars looms. This blog will deepen your understanding of the current economic and political climate.

A successful retirement is about so much more than an investment strategy; it’s about creating a meaningful life. Here are some tips and suggestions for how to plan for an enjoyable, fulfilling retirement.

Despite earning less and living longer, women are more likely to leave crucial financial planning decisions to their spouses. Yet there are many advantages to having both spouses equally invested in financial decisions. Learn how couples can work together to make important decisions

From outdoors-oriented cities to coastal retreats, this article examines cost of living, economic prospects, tax policies and a host of livability measure to uncover the best places to retire in 2019. 

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