Five Star Wealth Manager Announcement

Five Star Wealth Manager Announcement

We are proud to announce that Mark Chandik has been honored with The Five Star Wealth Manager Award for the fourth consecutive year! 2021 Five Star Wealth Manager Recognition This recognition will be featured in multiple publications including Forbes and the Wall...
FDP In The News

FDP In The News

Today, the WSJ published an article about the increases in prices for Universal Life and Term Insurance products resulting from disruption to the bond and mortgage markets. The article included quotes by Mark Chandik and two FDP clients who are moving ahead to buy...

Quarterly Market Summary and Outlook – April 2020

The COVID-19 Recession and the Policy Response The year began on a firm footing. Economic growth appeared to be accelerating and job growth was strong. Coupled with low interest rates and forecasts for accelerating profit growth, stocks repeatedly hit new highs. At...

Quarterly Market Summary and Outlook – January 2020

A Decade Year, A Banner Decade The decade began under a dark cloud. The U.S. was climbing out of the Great Recession, and many wondered whether the economy might flounder for years. However, as investment legend Warren Buffett likes to say, “Never bet against...

Quarterly Market Summary and Outlook – October 2019

Trade Headlines and the Federal Reserve Every major stock index we follow has the same quarterly pattern for 2019: a sensationally strong Q1, a significant slowdown in Q2, and even slower Q3 returns. Investor concerns about trade wars, slowing GDP, ineffective Central...