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Six Factors for Paying for College

All families have questions about how they should go about paying for college. High income earners may have additional ability or capacity to save for their children’s college, but there are key items to consider when paying for college education.

Quotes and Investments

Quotes from famous, funny or brilliant people are widely referenced, sometimes overused to emphasize a point. There are certain quotes or phrases that can help guide us when we are making ordinary life or important decisions. They can serve as powerful reminders of key concepts.

Home Equity Line of Credit as a Financial Planning Tool

Home equity line of credits or HELOCs (pronounce he – locks) are usually thought of as a tool to pay for a kitchen remodel or to update a bathroom. Outside of the this use, they can be an important component of your financial plan to provide greater financial flexibility. HELOCs can be a savvy cash management tool when used selectively.

Big Picture Retirement Interview

Andrew was recently interviewed on the Big Picture Retirement Show hosted by Devin Carroll. The last part of 2016 was really good for the stock market and the new year didn’t stop the momentum.

Boredom Can Be an Investors Enemy

I just finished Michael Lewis’ new book, The Undoing Project. My copy is methodically dogeared and underlined, but one passage has stuck with me since I read it.

Global Stock Market Viewpoints: Fourth Quarter 2016

Globally stocks finished the year on a downbeat note with a slight decline in the fourth quarter. US stocks outperformed their global peers by a healthy margin in 2016. Some of the post US election rally did find its way into the global stock markets, but a stronger US Dollar neutralized much of the returns.

US Market Viewpoints: Fourth Quarter 2016

The outcome of the US Election dominated the fourth quarter market performance. The results of the US election were the second big miss by polls and pundits in 2016, with BREXIT being the other. Stocks reacted favorably post-election with the S&P 500 adding 4.6% after the results. Small cap stocks were the big winner in the post-election rally, surging 13.5%.

Top 10 of 2016

As 2016 draws to a close I wanted to share our ten most popular posts from 2016. Thanks to the thousands of people who read our blogs each month. We are thankful for each and every reader! Happy Holidays and we will see you in 2017!

Best Books of 2016

2016 was another year of wonderful reading for me. I was able to somehow find time to read over 30 books this year and I have a few more I plan to finish before the end of the year.

Here are 7 books from my list that are my favorites.

Financial Market Year In Review & Outlook For 2017


As 2016 comes to a close view and listen to the Castlebar Asset Management Annual Market Review and Outlook for 2017.

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