Life requires setting spending priorities

The Bakersfield Californian April 27, 2015 Boomers are called the “sandwich generation” – often caught between taking care of their children and their aging parents, while planning for their own retirements. A 2014 survey by the non-profit American Consumer Credit Counseling revealed 31 percent of boomer Americans provide some support for their elderly parents or … Read more

Portfolio Newsletter 1Q 2015

It is with great pleasure I begin this newsletter by saying – every portfolio outperformed the market in the first quarter of this year! The two higher risk portfolios outperformed the S&P 500 (net of fees) by a wide margin. The moderate portfolio not only beat the S&P 500 (net of fees), but outperformed similar … Read more