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 […]

View full post

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 […]

View full post

Budget Deal Kills File and Suspend Social Security Strategies

At this time of year, I usually like to write to everyone about charitable giving and thankfulness for the blessings that have come our way in 2015. However, if you haven’t already heard, I need to communicate the impact of a recent Congressional budget deal on Social Security claiming strategies. I’ll briefly discuss giving, but […]

View full post

Supporting the Fiduciary Standard: You Can Help, too!

Earlier this year, I shared an announcement regarding Sheryl Garrett’s work on the fiduciary standard. You may remember that she testified in Washington, DC and that President Obama quoted her summary on the topic. Since then, if you did not know, the Department of Labor has proposed a rule that ALL financial advisors providing retirement […]

View full post

Putting Recent Market Events in Context

Because the markets have been rocky recently, I write to put these events in context. Market drops usually create an emotional response, when what we really need to do is to step back, take a deep breath, and behave rationally. If you have done planning with me, that also helps, as it creates a guidepost […]

View full post

2015 Q2 Market Review: Greece Dominates the Headlines

This is our second 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 […]

View full post

How to Manage Finances When Your Parents Can’t

In place of our monthly post, we are providing an article from Lucy Lazarony, who among other professional pursuits, writes for NextAvenue.org, a PBS-sponsored website for those age 50 and over. The topic of the article is financial care giving for your parents, something many of us must manage. As many of you know, my care […]

View full post