Is a Drawdown Around the Corner?

By:  Gary Droz   In the kind of bull market we’re experiencing, I get the same question from nearly every client: when do you think we can expect a draw down?  While I cannot see the future, as an advisor I have the tools and team to provide you with my best...

The Good, the Bad and the Ugly of 401(k) Plans

By: Gary Droz   As previously published on abcnews.com/money Many middle-class Americans—and even some with high incomes—feel that no matter what they do, they can’t build wealth because the obstacles are too great. The good news is that you can accumulate wealth...

How 401(k) Conflicts Can Hurt Your Nest Egg

By: Gary Droz As previously published on abcnews.com/money. Try going to the drawer or file cabinet where you keep your 401(k) plan documents and taking a hard look at the list of investments your plan offers. Did you ever wonder how these particular investments came...

Resist Fear and Greed By Investing for All Seasons

By: Gary Droz As previously published on abcnews.com/money. The current bull market has persisted for about six years now. This is a tale of two types of investors and their behavior in this kind of market. One is limited by fear and the other is at risk from greed –...