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Financial Planning

Are You Prepared For The Unexpected?
Date: May 25, 2017
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What if something happened to you tomorrow? Are you and your family prepared in case of an emergency? Watch our video on this important topic. 

Wesbury’s Monday Morning Outlook” Tax Cut Politics
Date: May 22, 2017
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While some investors are freaking out about investigations, tweets, or the personality of President Trump, we are still watching policy. So far, some regulation has been rolled back and more is on tap, the Supreme Court has a more market friendly make-up, and there is a hiring freeze on many government agencies. These policies will […]

Financial Planner vs Investment Advisor
Date: May 18, 2017
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There is a big difference between a financial planner and an investment advisor. It isn’t about what is hot today in the market, it is about long term planning. Watch our video for more information:

The Markets Fluctuate, But The Right Financial Planning Strategy Will Keep You On Track.
Date: May 10, 2017
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Some articles in the media can diminish your confidence, such as the market is going to go down, the economy is on the verge of collapse, or that you need to have the new hot investment to be wealthy or successful. What you really need is a solid plan, designed specifically for you. Then your […]

Your Life and Financial Planning
Date: April 27, 2017
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Some people in the financial industry feel you should be concerned with what is going on in the world. What really matters is what is going on in your life. Watch our video for more information.

Wesbury’s Monday Morning Outlook: This Recovery Isn’t Boom or Bust
Date: April 10, 2017
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Last Friday, payroll employment data, from a survey of businesses, showed the US created just 98,000 jobs in March. The consensus of forecasters had expected job growth of 175,000. The other jobs number, which comes from a survey of households, showed 472,000 new jobs in March. Private jobs have now grown for 85 consecutive months, […]

Wesbury’s Monday Morning Outlook: WSJ Leak: Fed May Shrink Balance Sheet
Date: April 3, 2017
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If you read us regularly, and we hope you do, you know that we write each week about a topic we think is both important and timely. Last week, we were either clairvoyant, or extremely persuasive. We argued that unless and until the Federal Reserve reduced the size of its balance sheet (and unwound quantitative […]

Long Term Investing in Unstable Times
Date: March 10, 2017
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People worry about current events affecting their retirement funds. If you invest correctly, there is no one event that can affect your retirement portfolio. Watch our video blog from Rogan & Associates founder Michael Rogan for more on this topic.

Trade is Not Our Enemy
Date: February 27, 2017
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Trade is not our enemy: Wesbury’s Monday Morning Outlook We think it was Art Laffer who said it best. Let’s say the US invented a cure for cancer and China a cure for heart attacks. If China decided to ban the cure for cancer, should the US retaliate by banning the cure for heart attacks? […]

Wesbury’s Monday Morning Outlook: Room to Grown
Date: February 6, 2017
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The US economy has grown at an average annual rate of only 2.1% since the recovery started in mid-2009, far slower than during the economic expansions of the 1980s and 1990s. Many analysts tie some of the slower growth to slower expansion in the labor force due to retiring Boomers and the end of the […]