Sep 21, 2016
Each month, our goal is to write about a topic that is both relevant and educational. This month is a little different as we are writing about “the changes we wish to see in the financial services industry” – using our own business model...
Aug 14, 2016
Please Note: I am leaning heavily on the New York Times article, Getting the Full Picture on Annuities and Insurance, in this month’s blog. This month I am writing on some of the complexities that I have seen with various insurance products. I see your eyes...
Jul 8, 2016
The tail-end of Macbeth’s quote after the death of his wife speaks of the human condition – that life is short, filled with drama, and all of this fury often means nothing. This quote is befitting of the equity market environment over the past two years, as well as...
Jun 9, 2016
Alexis Advisors is pleased to announce that we have just become a Certified Benefit Corporation! Certified B Corps are a different way of doing business – one that focuses on the “how” and “why” of business, not just the...
Apr 6, 2016
For 2016, the most popular averages ended the quarter almost where they started – the S&P 500 cash index was up +0.8, the Dow Jones Industrial Average added +1.5%, and the small-cap Russell 2000 slipped -1.9%.But this “point-to-point” analysis does not accurately...
Mar 13, 2016
Everyone understands, at some level, the need to save for long-term goals. Sending a child to college, buying a house, and preparing for retirement are typical goals that most of us have. But how much of a difference does it make if we start saving now, versus later?...
