Month: March 2016

Avoiding Tax-Related Identity Theft

Presented by Rich Tegge If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not surprisingly, it’s also when many crooks and scammers come out of the woodwork. For them, it’s prime Avoiding Tax-Related Identity Theft

Strong Dollar, US Debt & Boomers

In 2015 the dollar had considerable strength against other currencies, what will 2016 bring and where are the opportunities and concerns. Brad answers our question on in these areas as well as the annual deficit and the still increasing deficit. How will these issues impact the investment climate in 2016?

Geo-Politics & the Global Economy

The world is a dangerous place and there is plenty to worry about, that said we have never been more tied to the global economy. So how does an investor react to these concerns and does this turmoil present opportunity? Brad provides his unique insights into these and other questions regarding todays Geo-political events.

Access Road

As you travel on interstates and come to the cities and towns along the way you often find Access Roads.  They parallel the interstate giving you easier access to roads and businesses in between the interstate’s exit ramps.  When you look ahead to your exit for retirement you may choose to continue to work part-time, Access Road

Federal Rates

The conventional thinking today is that the Federal Reserve will continue to raise interest rates, the pace these moves is of considerable debate in the financial media.  If you believe as we do, that rate increases are on the horizon, the real question is what does that mean for us as investors.  Brad shares some Federal Rates

Market Thoughts for March 2016

Brad McMillan, Commonwealth Financial Network’s chief investment officer, discusses the markets and economy in February, which was turning out to be a scary month before a late rally left the market flat. Why did the pullback happen, what caused the recovery, and what does the future hold? From fears about the global economy, to signs Market Thoughts for March 2016

China & the US Economy

It is truly a Global economy and thus we in the US are impacted by what happens in economies around the world. This Insights discussion focuses on some of the recent challenges we are hearing about in China as well as things impacting the US economy. Watch Brad McMillian, Commonwealth Financial Network’s Chief Investment Officer China & the US Economy


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