Are You On Track?

Written by Brent J. Welch, CFP®, ChFC, CRPS®, CLU, AIF® Did you know that forty-four percent of American’s don’t know if they are on track for retirement¹? Sixty-Two percent of Americans have never had a retirement plan put together for them.¹ Eighty-four percent...

Interpreting Stock Market Volatility

Written by Brent J. Welch, CFP®, ChFC, CRPS®, CLU, AIF® In 2020, we set a new record! We all experienced the shortest “bear market” in history!* A bear market is defined as a market drop of 20% or more. During the horrifical banking crisis of 2009, Warren...

Behavioral Alpha

Written by Brent J. Welch, CFP®, ChFC, CRPS®, CLU, AIF® Alpha is the first letter in the Greek alphabet denoting the first of a series of items or categories. The dictionary also tells us that the Alpha is the brightest star in a constellation. You’ve probably heard...

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