Steps to Take Following the Equifax Breach

Note: this article was sent last month to clients immediately following the Equifax data breach. This month’s post concerns steps to take following the Equifax breach. There is lots of information in the public domain (here is one at http://www.marketwatch.com/story/are-you-one-of-the-143-million-customers-in-the-equifax-data-breach-do-this-now-2017-09-08), but you might find some of it conflicting. Also, if you have followed some of […]

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2016 Q4 Market Review: A Year of Thwarted Forecasts

This is our review of the markets for fourth quarter and year of 2016. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective, and see how that experience should set […]

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Election Year Upset: The Trump Effect on Markets

I find that once again, rather than writing on the idea of financial plenty, thankfulness for that abundance and charitable giving, events in Washington, D.C. dictate that I discuss other topics. Last year, it was the impact of a Congressional budget deal on Social Security claiming strategies. This year, it is of course, the election […]

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2016 Q2 Market Review: Brexit Creates Market Uncertainty

This is our second quarterly review of the markets for 2016. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective, and see how that experience should set our expectations going […]

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2015 Q4 Market Review: A Churning Market that ends with a Whimper

This is our fourth quarterly review of the markets for 2015. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective, and see how that experience should set our expectations going […]

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Kulig Financial Advisors Featured in Financial Advisors IQ

We were pleased to recently be featured in Financial Advisors IQ, an on-line service provided by the Financial Times for advisors. For the article, please see https://financialadvisoriq.com/c/1221023/135053. Financial Advisor IQ (FA-IQ) is a member of the Financial Times family of news services covering the investment management industry, including sister publications Ignites and FundFire. Launched in 2013, FA-IQ is “all about the […]

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