Uncertainty is the theme of the moment, but you can be certain that we are watching your investments closely and are available for you.  We are maintaining normal business hours while following the CDC’s recommendation to socially distance by working from home. ...

You have probably seen some alarming reports about the coronavirus sickening thousands and spreading from China. Many clients have expressed concern about their portfolios. We feel terribly for those impacted by the virus and are closely monitoring the situation;...

Life and the Stock Market Both life and the stock market can be unpredictable.  Sometimes it seems like everything is going smoothly and the future looks bright, and then something no one could predict happens.  As of today, the markets are looking strong and...

At the end of 2018 the market was in turmoil. The stock market was down over 19 percent by December 24th from the market highs and there was no end in sight. How did you react to seeing your portfolio shrink? If you felt sick to your stomach and wanted to sell...

How often do you look at your portfolio? We have some clients who look at it everyday and others that only check it quarterly.  Volatile markets tend to make people a little more nervous about how their investments are performing, and we believe it causes them to look...

After the first few days of trading to start 2016, I am sure this question is on the minds of many investors.  The start of 2016 has been less than stellar for the stock market and I am sure it has caused some nervousness in the investment community.  There are many...

by Jay Chapman | Oct 13, 2016 | The Ship's Wheel | 0 comments If you read my last article, you would already know that I thought market volatility would increase in October.  Well, it’s happening and now is not the time to panic.  Now is the time to take advantage of...

by Jay Chapman | Jun 20, 2017 | The Ship's Wheel | 0 comments Do you know the saying “If it sounds too good to be true it usually isn’t”?  Upfront bonuses on annuity purchases have been around for a while now, and they probably are not going away anytime soon.  I am...

by Jay Chapman | Sep 12, 2017 | The Ship's Wheel | 0 comments You have finally made it to retirement.  You saved your money and now it’s time to take withdrawals to provide an income stream to you during your retirement years.  The question is “how much can I take...

by Jay Chapman | Sep 14, 2017 | The Ship's Wheel | 0 comments On September 7, Equifax – one of the largest American credit agencies – announced a data breach by cyber criminals that may affect you.  The criminals gained access to millions of Americans’ personal...