Blog

  On Wednesday, the Chairman of the Federal Reserve gave a very slight indication the Fed would consider adjusting the amount of bonds they buy on a monthly basis from $85 billion.(source: Bespoke, 5/24/13) In that moment, the US Equity markets tanked. We lost approximately… More >>

Client EducationPlanning For Health Care in RetirementMay 22, 2013 As part of our ongoing mission to help our clients make educated financial decisions, we are now releasing our latest client education presentation. This issue focuses on a topic that many of our clients… More >>

  The Most Undervalued Asset Class? Can Cheap get Cheaper?Weekly Market Commentary 5-20-13Tim Phillips, CEO—Phillips & Company It seems like nothing will stop the US equity markets from rallying. I'm convinced Federal Reserve activity is creating distortions in market… More >>

  A Chink in the Armor Weekly Market Commentary 5-13-13Tim Phillips, CEO—Phillips & Company Amidst all the euphoria of a record stock market and plethora of earnings reports, it's easy to lose sight of how weak and cautious the consumer really is. We have written in… More >>

  The Dividend Trump CardWeekly CEO Commentary 5-6-2013Tim Phillips, CEO—Phillips & Company The most frequent question I'm being asked right now is, "Can this market continue to move higher?" The short answer, in my opinion, is yes. One basic rule of thumb on investing… More >>