Posts filed under: Deep Rooted Thoughts Archive

As we approach the end of the third quarter, we want to update you on our views about the markets...

While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...

Wow! The stock market just set a record for the longest bull market period in history. A bull market is...

We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no...

While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to...

In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another...

When it comes to retirement spending, everyone wants a simple rule for how much of their savings they can safely...