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Looking back: As summer comes to a close, we have had what has been a good year for the markets -- a more typical one for sure. Peak to trough we estimated the S&P500 index was down as much as 12% in February and has come back and then some over the last few months. Even bonds are up considerably this year. It has been a good year.

I wanted to write and give you an update on the markets and some great news from our office. Markets have had quite a ride this year and I'll give our outlook below. I am very happy to give a report on our growing team at InFocus. Every last one of us work towards keeping your retirement years InFocus.

Friday June 24th, 2016 5:30pm

It began innocently enough. You swipe your grocery club card at checkout, and as you gather your bags, the checkout clerk hands you some coupons with offers on the products you just purchased.

SELECTING AN ADVISOR

Find your perfect financial planner:  what to look for before and after choosing one

The Bipartisan Budget Act of 2015 was signed November 2. Common filing strategies currently offered will no longer apply starting in 2016. Below is a summary of the recent changes.

While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are approaching it with trepidation, wondering if their hard earned assets will be sufficient to fulfill their vision of a good life for the rest of their life – however long it should last.

Is the recent market volatility making you wonder about your investment values? 

With so many strong economic fundamentals, we don't think there is cause for alarm.  At this point in the business cycle interest r

A Short Review of Investment Risks

Everyone would agree that it is impossible to predict future stock market returns. Investment models can produce hypothetical returns but they clearly can’t account for future events.