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Showing posts tagged with: Westwood MA Wealth Management

Quarterly Update – July 2017

Genesis Wealth Advisors
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Commentary

  • Continued strong market returns with a robust earnings recovery led by energy; is it sustainable?
  • Lack of catalysts (health care, tax reform, and infrastructure) and Fed rate hikes have helped stall faster growth
  • The world remains a dangerous place; the weak expansion is aging and equilibrium is likely unstable

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Journal Your Way to Retirement Week 4

Genesis Wealth Advisors
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Planning, Retirement

It is week 4 of the Journal Your Way to Retirement Series. I spoke to several of you this week and the consensus was question #3 is very challenging. I knew it would be. But, that is OK. The purpose of these questions is to get you thinking deep down. We will be revisiting many of these early journal questions after you have done more journaling. So, keep going!!! The answers to these difficult questions will be filled in if you have any blanks.

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