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Specializing in retirement planning and personalized investment management.

Investing Insights

Below is a curation of investing insights and ideas from a variety of industry sources.  We hope you find them as interesting as we do.


12/30/20Global X 2021 Outlook

Positive changes in the fight against the COVID-19 pandemic, as well as political shifts, have set the stage for likely growth in 2021, accordin...

12/15/20Vanguard's 2021 Outlook At A Glance

The COVID-19 pandemic will continue to affect the global economy and overall investment picture for 2021. Vanguard's look at the coming year ack...

04/17/20Quarterly Market Review - 1st Quarter 2020

Blue Water presents a market review of the 1st quarter of 2020.  Obviously, the markets were severely impacted by COVID-19.  H...

02/22/20Quarterly Market Review – 4th Quarter 2019

Blue Water presents a market review of the 4th quarter of 2019.  Short and long-term performance is graphically shown for US and internatio...