I sent the below letter out last week to my clients. After re-reading it today, I decided to post it here for everyone to read. In difficult times, America’s greatest strength has come from pulling together – working shoulder to shoulder – to generate the ingenuity, resilience and tenacity that solves problems and creates opportunities. We’ll overcome this crisis, too, I have no doubt. From six feet apart, if necessary. One thing I want you [...]
We recently put together our 2017 "State of the Markets" Presentation in a recorded webinar format that you can watch at your leisure. We hope you find the information beneficial, as we feel there are quiet a few important points you can gain from watching. We're striving to present the facts in a way that will allow you to make more informed decisions in spite of the "noise" you may be hearing from popular media [...]
In this month’s update, we’ll discuss some of the major headlines that influenced markets in December — and provide insight in to what these developments could mean for you as an investor. In the final trading days of 2016, the market rally we’ve seen since the presidential election calmed, as all three major indexes posted losses for the week of December 26. Despite this dip, the S&P 500, Dow, and NASDAQ were each up over [...]
In this month’s update, we’ve addressed some of the major headlines that influenced markets in November, along with insight into what these developments could mean for you as an investor. Looking back on November, no one could argue that it was a boring month. After a long, exhausting presidential campaign, Election Day brought results that few people were expecting. Just that day, the New York Times had given Hillary Clinton an 85% likelihood of winning, [...]
We recently put together our 2016 "Halftime Report" and we hope you find the information we present beneficial. We're striving to present the facts in a way that will allow you to make more informed decisions in spite of the "noise" you may be hearing from popular media outlets. We've posted the webinar agenda below, but other "hot topics" discussed include: the U.S. economy, possible rate hikes, global markets, & the upcoming election. Webinar Agenda: [...]