Be Ready....for Anything

By Rick Welch on November 9, 2015

Market Watch - October 2015

By Rick Welch  October 1, 2015


     We are pleased to provide you with our quarterly newsletter featuring the status of our investment class weightings, our interpretation of recent data and our near term outlook for the future.  If you have any questions about any topic, we hope you will not hesitate to contact us.

We do not fear the Fed

By Rick Welch  October 12, 2015

Market Corrections are Healthy (?)

By Rick Welch   August 24, 2015

cor·rec’tion   n.   1, a change that makes something right, true, accurate    2, an adjustment or rectification

Global Diversification Works

By Rick Welch  September 9, 2015

Socially Responsible Investing

Written by Rick Welch on August 10, 2015

Markets, GDP and Earnings on August 1, 2015

Written by Rick Welch on August 1, 2015

This report is written as an executive summary of recent market, GDP and corporate earnings data.  If you have any questions or would like some additional information, please do not hesitate to contact Rick Welch at or (215) 603 2976.

Why I Don't Like Annuities

Written by Rick Welch on July 9, 2015

Market Watch - July 2015

Written by Rick Welch on July 1, 2015


What are Bonds?

Written by Rick Welch on June 9, 2015.

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