Nov 12, 2018 | Investments, News, Tips, Uncategorized, Wealth Management
The U.S. Stock Market Correction Could Worsen Smartest game plan: review the stock weightings in your portfolio Election uncertainty, trade wars, and rising interest rates made for a recipe of investor concerns in October. After falling for 21 out of 27...
Jan 23, 2016 | Accounting, Investments, News, Savings, Tips, Wealth Management
Happy New Year? For investors, the first few weeks of January have been a lot of things, but “happy” has not been one of them. With the U.S. stock market suffering its largest one week drop in history, the new year has gotten off to a very rough start. There are a...
Aug 25, 2015 | Accounting, Investments, News, Savings, Uncategorized, Wealth Management
Have we been spoiled? The answer to this question is most definitely, YES! Historically, market corrections happen twice a year on average. We have not had a real market correction since 2009, so we have been due for this correction for some time. There have been...
Jun 12, 2015 | Accounting, Investments, News, Savings, Uncategorized, Wealth Management
We’d like to share another municipal bond market update from one of our bond managers, Tom Dalpiaz. Enjoy and, as always, feel free to contact us with any questions! MUNIS GET A BIT MESSY… BUT WILL THIS BE THE BEST ENTRY POINT IN 2015? Tom Dalpiaz, Managing...
Dec 17, 2014 | Accounting, Investments, News, Tips, Uncategorized, Wealth Management
via State of the Markets What To Expect From Falling Oil Prices by Robert Barone, (Ph.D., Economics, Georgetown University) U.S. equity markets appear to be reacting as if there won’t be enough oil. The fact is, at least temporarily, there appears to be more...