Morningstar Investment Conference 2017 Recap

In April, I attended the annual Morningstar investment conference in Chicago. The conference provides financial advisors and mutual fund representatives an opportunity to gather together and discuss current events in our industry. Global economic upd

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The Power of Estate Planning Documents

My wife, Margaret Ann, and I are walking through the season of life where caring for parents has become a significant responsibility. While it has been a blessing to journey with our parents through their latter stages of life, it has also taught us

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June 2017 Market Insight

Resilience seems to be the keyword for the month of June. The month kicked off with stock markets reaching all-time highs, dropping down, and bouncing right back up to another new all-time high later in the month. Consistent with the pattern so far this year, US stocks, international stocks, and bonds continue to climb higher with strong momentum.

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