The Return of an Old Friend

Our old friend, Volatility, is back. Just as many people were starting to think markets only move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up causing more harm than good.

A Matter of Principles

There’s no getting around it – yesterday was an ugly day in the stock market. A sea of red throughout the day that turned crimson into the close. October is certainly living up to its reputation as the worst month of the year for stocks.

Third Quarter 2018 Commentary - A Picture Within a Picture

When it comes to investing, it’s best served to check your biases at the door and simply follow the facts.  Contrary to conventional belief, U.S. equities have been historically calm over the past few months while other global equity markets have been extremely volatile.  

2018 Third Quarter Review Slides

2018 Third Quarter Review Slides

Two Common Types of Email Fraud

We are about to enter (arguably) the busiest season of the year: kids are going back to school and back-to-back holidays. All of us are so busy with our personal lives that some things will inevitably fall to the wayside. Your financial assets should not fall into that category.

Small Business Owners and New Tax Law Changes for 2018

With the tax law changes that were implemented last December, many are still trying to figure out what it ultimately means for everyone, including the government’s budget deficit. While the debate rages on about the ultimate effect of this tax bill, the best answer is that we won’t really know the full effects for several years, both positive and negative. There is, however, some certainty as it relates to small business owners.

2018 Second Quarter Review Slides

2018 Second Quarter Review Slides

Second Quarter 2018 Commentary - Summer School

School is out for summer and all of the important grades have been locked in for the first half of 2018. The most recent earnings season grade for corporate America was an “A” as profit growth amongst S&P 500 companies was higher than any time since 2011 and nearly 75% of the stocks in the index beat their estimates, with a boost from lower tax bills. U.S. household wealth surpassed $100 trillion earlier this year for the first time, which means households have nearly doubled their net worth from the low in 2009. And with unemployment dropping to 3.8%, there are now more job openings than bodies prepared to fill them.

Should I Consider a Credit Freeze?

If you are concerned about identity theft, data breeches or someone gaining unauthorized access to your credit report, you may be considering a credit freeze. But is it right for you? The following Frequently Asked Questions (FAQ) may help.