By Sam Taylor | April 18, 2016
Congress made several changes to Social Security last year as a part of the Bipartisan Budget Act of 2015.  The purpose of these changes is to help shore up the system’s solvency and close what many believe is an unintended loophole that favors higher income earners.  Significant changes include:...
By Sam Taylor | April 5, 2016
The first quarter of 2016 was a classic case of “backing and filling” as one week’s gains seemed to give way to the next week’s losses, which then formed a base for more gains.  As much as we would all like to see the stock market, and by proxy our portfolios, continue a calm and steady increase...
By Sam Taylor | March 22, 2016
So many investors plod through life hoping they are making prudent decisions but never really certain.  Given today’s overwhelming landscape of financial products, services and conflicting advice it’s no wonder investors remain in a state of semi-anxiety and confusion.  In the spirit of keeping...
By Sam Taylor | February 10, 2016
One of the more legendary phrases from sports history came in the wake of a scandal by members of the Chicago White Sox baseball team who were accused of throwing the 1919 World Series to the Cincinnati Reds.  The phrase “Say it ain’t so, Joe. Say it ain’t so.” was in reference to the team’s most...
By Sam Taylor | February 1, 2016
Being a successful investor means different things to different people.  It may mean paying for educations and weddings for children or grandchildren, giving back to your community or church, a dignified retirement or even leaving a meaningful legacy.  It is usually not an accident but the result...
By Sam Taylor | January 21, 2016
Wealthview Capital adheres to the major tenants of Modern Portfolio Theory (MPT) in managing our client’s assets.  Those three tenants are (1) broad diversification, (2) optimal asset allocation and (3) periodic rebalancing.  Given the market’s recent sell-off we made the decision to re-balance...

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