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.
Read MoreThe 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...
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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.
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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,...
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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...
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