What to Consider Before Recommending Alternatives to Clients

By: Clive Slovin It was another banner year for the equities markets in 2017, with anyone who had broad exposure to stocks likely very happy as we kick off a new year. While it’s always challenging to predict the future, the current landscape suggests that 2018 could once again be very favorable. The story for…

A Black Monday Redux?

Contributed by Lewis J. Walker, CFP® The headline startled: “Dow plummets…on a wave of panic selling; 22% drop exceeds worst day in 1929.” The date was Tuesday, October 20, 1987, and the front-page above-the-fold story in the Minneapolis-St. Paul Star Tribune chronicled the carnage on Wall Street on what became known as Black Monday. My…

Why $1 Million Aint’ What It Used To Be

Contributed by: Lewis J. Walker Inflation does a number on your wealth. Time was that having $1 million meant you were rich. Lewis Walker, a financial planning and investment strategist at Capital Insight Group in Peachtree Corners, Ga., explains what you can do to combat a wealth shortfall: A report from Boston Consulting Group focused on the growing global wealth gap.…

Efficient and Affordable Education

Contributed by: Lewis J. Walker, CFP® Planning for higher education expenses looms large for those with potentially collegebound children. Ditto for college graduates and adults seeking postgraduate education and skill upgrades. A May 2017 article in Delta Sky magazine, “Higher Education in the Fast Lane,” by Leah Ingram, noted trends offering “a better education more…