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Wednesday, October 30, 2019

An estate plan that was carefully and thoughtfully created over time may have elements that are no longer appropriate. A small amount of time spent to keep it updated can save your family and heirs a lot of time and heartbreak later.

 

Monday, October 28, 2019

The Week on Wall Street The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly...

 

Tuesday, July 2, 2019

On July 4th, Independence Day, we reflect on the meaning of the day and our founding fathers who bet everything to strive for freedom and independence.

 

Friday, May 31, 2019

Here is an update on our views on the US economy, stock market and changes we have made to client portfolios in the past month. Figure 1. S&P 500 Total ReturnSource: HiddenLevers.com The S&P 500 reached new all-time highs on May 3,...

 

Wednesday, January 23, 2019

Financial markets work through cycles that are upward and are downward, just as the economy goes through such cycles varying from strong to weak. When a financial market as a whole, or as a group of securities has been rising, this is...