Month: July 2015

A Change, Another Change, and Some More Changes.

The first change that I would like to tell you about has to do with my function as a Missouri insurance producer.¹ I have been a licensed Missouri insurance producer since 1979, licensed to kill. No, wait. That’s not right. That’s James Bond. My licenses allowed me to sell insurance products in the state of Missouri, but not to kill. As of… Read more →

2nd Quarter Reports and Some Wisdom from Honest Abe.

Our clients’ preliminary 2nd quarter reports have been posted. Final reports, including CPI information will replace the preliminary reports toward the end of the month. Of the twelve investment categories commonly used and shown below, eight were negative for the quarter. Investment Category Representative ETF 2015,Q2 iShares NASDAQ Biotechnology (IBB) 8.51 Vanguard Healthcare (VHT) 4.58 iShares Russell 1000 (IWB) 0.54… Read more →