by Montgomery Gossen | Jul 13, 2026 | Blog
What the crisis of the early 1980s may teach us about today’s projected shortfall. Imagine it is 1982. You are 62 years old and have spent years working, saving, and paying into Social Security. Despite years of high inflation and a struggling economy,...
by Montgomery Gossen | Jun 5, 2026 | Blog
Forward stock price-to-earnings ratios are above historical averages – but what does this mean for long-term investors? Following three consecutive years of double-digit market gains, the S&P 500 continues to reach new highs in early 2026, delivering 11.3% to...
by Montgomery Gossen | Sep 22, 2025 | Blog
“Trust takes years to build, seconds to break, and forever to repair.” For decades, the United States has stood as the world’s leading investment destination, built on strong economic fundamentals and a tradition of transparency. Yet today, it faces...
by Montgomery Gossen | Aug 26, 2025 | Blog
“I Will Track You Down and Pull Out Your Beard Hairs One by One” I received the following email from a long-standing client regarding President Trump’s executive order allowing alternative investments such as private equity and crypto assets in 401k plans. Montgomery:...
by Montgomery Gossen | Feb 26, 2025 | Blog
2025 has kicked off with higher investor uncertainty. A couple of key points to prepare. Annually, we update our History Revisited blog, highlighting economic and financial market events that put pressure on investor discipline despite having temporary and minimal...
