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Latest Insights on PLAN

Income, Debt and Winning in 2017 Income, Debt and Winning in 2017 January 14, 2017 by Jocelynn Smith Investing At the end of 2016, we asked you to write in and tell us your No. 1 priority for 2017 and your No. 1 worry. Income, debt and the economy topped many lists … see if they match up with yours.
Cut Through Market Chaos Cut Through Market Chaos January 13, 2017 by Jocelynn Smith Investing, Stocks Every day the market defies expectations, moves further from “normal.” Adaptation is critical … that’s why we added a new member to our team with a very unique background.
Russia Will Roar in 2017 Russia Will Roar in 2017 January 4, 2017 by Jeff Opdyke Investment Opportunities American mood toward Russia has morphed — or, at least, the Republican view has morphed. And that’s where we have an opportunity as investors. Welcome to the Year of Russia.
2017 Market Plan of Attack 2017 Market Plan of Attack December 31, 2016 by Jocelynn Smith U.S. Economy As we prepare to tick over to 2017, it’s important that we all take steps to break out of our comfort zones, expand our knowledge base, and take intelligent, calculated risks.
The Battle for Bonds The Battle for Bonds December 28, 2016 by Jeff Opdyke U.S. Economy Stocks have reached stupid valuations, and bonds are under assault from Fed rate hikes. So, here we are, at a point in history when down is far more likely for each than up.

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