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Friday, April 28, 2017

Technology has not just shrunk the tools we use, but it has allowed small businesses the power to operate like a big business. These tools can help small businesses get better organized, efficiently manage their finances, or support...

 

Thursday, April 13, 2017

“The investor's chief problem - and even his worst enemy - is likely to be himself.”-- Benjamin Graham. Few investors know the true key to successful investing. Here’s a pop quiz to see if you do.

 

Wednesday, February 15, 2017

Boiling Frog Syndrome refers to a widespread cautionary tale describing a frog slowly being boiled alive. Don't be the frog.

 

Thursday, January 5, 2017

These are definitely interesting times. My financial services career started in 1987, and I have seen a lot of changes and ideas/concepts come and go. I have watched events and people defy logic for a period of time only to witness...

 

Thursday, December 15, 2016

Dynamic goals-based planning along with active investment management helps to make sure you are not left behind on a prickly perch.

 

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Monday, August 29, 2016

You should know - Earnings for the last 12 months came in around $86.66 per share, meaning that the market is being valued at a P/E ratio of 25.1. For perspective, the historical average P/E ratio is 15.6. Reported earnings for the S&P...

 

Monday, August 15, 2016

The market is up, yet vigilance is still necessary. Be prepared for a full calendar year of continued economical & political changes and the financial ramifications that come with them.

 

Monday, June 27, 2016

After decades of stable financial models came to a halt in 2008, with global central banks’ untested multiple quantitative easing projects (I know, tongue twister!) and world political models (starting with WWII and leading up to...

 

Tuesday, June 7, 2016

5 Common Myths About Disability Insurance Most people understand the importance and necessity of life insurance to protect their loved ones in case of their premature death, yet most people also fail to protect their most valuable...

 

Friday, June 3, 2016

Asset Protection 101: Liquidity squeeze. When the tide goes out how much ripetide can your assets handle? Margin debt grew at a rate comparable to the market from 1995 to late summer of 2000 before soaring into amazing levels. After...

 

Monday, May 23, 2016

DOW AND S&P 500 REMAIN IN SIDEWAYS PATTERN AFTER PASSING ONE-YEAR ANNIVERSARY OF MAY 2015 TOP Price is still in a declining trend despite Friday’s rally. I believe the head and shoulders formation we have been watching on the SPY...

 

Thursday, May 19, 2016

Great Bloomberg article that delves into the reasons why between a third and half of Americans are unprepared financially for common emergencies and are barely getting by, living paycheck to paycheck. Interesting insights comparing our...

 

Friday, April 22, 2016

You have heard me say throughout my blogs. It’s not about your return on principal but return of your principal and interest. Example question: If I can buy a gallon of milk today will my investments allow me to buy the same...

 

Wednesday, April 20, 2016

Here is the bottom line on current market conditions. I continue to maintain that we are in a short term bounce top within a medium term sideways market but are leaning into a long term slower bear market scenario. And once the current...

 

Thursday, March 10, 2016

HOW ABOUT A SIDEWAYS MARKET? The market is giving off conflicting messages. Technical indicators are showing improvement. Market leadership, however, shows a generally defensive posture. This leads me to suspect that the current market...

 

Friday, February 26, 2016

One of the most common questions people ask about Social Security is when they should start taking benefits. This is the $64,000 question. Making the right decision for you can have a meaningful impact on your financial income in...

 

Friday, February 5, 2016

We are bombarded with information from sources such as the Federal Reserve, television analysts, brokerage firm analysts, economists’ projections, newspapers, junk mail, neighbors, war reporters, etc. Making investment decisions...

 

Tuesday, January 12, 2016

Important Portfolio Management Notice January is a great time to evaluate your long term planning. Stock market erosion continues, do you have RISK controls in place? Do you know your RISK numbers? Russell 2000 & NYSE Composite are...

 

Friday, January 8, 2016

Erosion Continues, DO YOU have RISK controls in place? Do you know your RISK Numbers? Review our Blog dated August 20th 2015 and understand trends are important to understand. Russell 2000 & NYSE Composite are both down over 10% in...

 

Wednesday, December 23, 2015

Every investment decision involves both risk and reward. Those who know where they're going fare better than those who don't. Know where you're going with a Customized Investment Roadmap.

 

Tuesday, December 8, 2015

Anticipating & Projecting Portfolio Returns in a low growth environment. We do encourage everyone to monitor their investment allocations, goals, and time horizons. We do not encourage market timing. Past results do not predict future...

 

Monday, November 16, 2015

Review Your Investment Allocation Model Today November 14th 2015 Are You Being Paid for the Risk, Stay Alert Right Now! Anticipating & Projecting Portfolio Returns in a low growth environment. We do encourage everyone to monitor their...

 

Wednesday, September 23, 2015

Stay Alert Right Now! 09/23/2015 We do encourage everyone to monitor their investment allocations, goals, and time horizons. We do not encourage market timing. Past results do not predict future returns. Charts are for illustrative...

 

Thursday, September 10, 2015

Consider Life Insurance as a piece of your investment portfolio... Because Whole Life insurance is a significant asset, it makes sense to view it as its own asset class.

 

Thursday, August 20, 2015

Stay alert! We do not encourage market timing. Past results do not predict future returns. We do encourage everyone to monitor their investment allocations, goals, and time horizons.

 

Friday, August 14, 2015

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.

 

Thursday, August 6, 2015

Curian Capital has made the decision to exit the asset management business effective March 31, 2016. Sedway Financial is a natural fit for any client who wants to move their assets. This is a great opportunity to re-review your goals...

 

Friday, June 19, 2015

Charles de Gaulle once remarked, “The graveyards are full of indispensable men.”¹ While we know that life goes on regardless of the loss of any “indispensable” person, for a small business, the loss of a key person is not only a human...

 

Friday, June 19, 2015

High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenants of investing apply equally to them as with any other investor, but the affluent investor needs to be...

 

Friday, June 19, 2015

With international stock markets comprising about two-thirds of the world’s capitalization, a broad range of investment opportunities exist outside the borders of the U.S.¹ For investors who are looking to diversify their mutual fund...

 

Friday, June 19, 2015

Tip: Rebalancing Schedule. When to rebalance? There is no set rule. Some rebalance when their portfolio’s allocation is off by a specific percentage — say 5%. Others may be comfortable setting the target higher or lower.Everyone loves...

 

Friday, June 19, 2015

Inc. magazine reported that 66% of small-business owners have no formal succession plan.¹ While the number may shock you, it is not surprising that many small business owners are consumed by the myriad responsibilities of running their...

 

Friday, June 19, 2015

Fast Fact: Estate Tax Changes. In 2010, the estate tax expired. It was reinstated by Congress as part of the Taxpayer Relief Act of 2010, with a maximum estate tax rate of 35% and a unified credit that effectively exempts the first $5...