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When You Should NOT Rollover Your 401K

When you Should NOT Rollover Your 401k/TSP into a Self-Directed IRA Many advisers automatically suggest that at retirement everyone should exit their employer sponsored plan and immediately invest in a Rollover IRA (with the adviser’s firm).  Yes, you (or ultimately...

MARKET INSIGHT – US Earnings Recession

US Earnings Recession now in the Rearview Mirror Looking back a year ago, one of our biggest concerns was lack of corporate earnings and revenue growth.  Large cap US stocks experienced a rough patch where there were six quarters of year over year declining earnings. ...

Music to My Ears – Providing Peace of Mind

As the Chief Investment Officer, quite often I am invited to speak to individuals to provide market and economic updates.  One of the most enjoyable was to a group of female executives and retirees recently in Annapolis.  “Ladies Night Out” was organized by Peter...

Beware Possible Phishing Scams

Please be aware that there has been a recent influx of malicious emails being sent from Google Docs. The email doesn’t look quite right, but anyone who clicks through arrives at a login screen that looks almost indistinguishable from the same screen you’d see if...

Speaking Engagement

Christophe Dionot, JD* a Family Wealth Advisor, with Planning Solutions Group, LLC was recently the keynote speaker at the 2017 Ohio Automobile Dealers Association Annual Convention, held April 21st – 24th, 2017 at the Greenbrier Resort in Virginia. Chris is often...