We understand your need to control your financial destiny.
Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
US financial markets saw riskier assets, those including equities and lower quality corporate bonds, come under pressure at the start of last week as the utopian backdrop of low inflation, real interest rates, and economic volatility were all put into question following two key data points (CPI and PPI). These better readings, amplified by a […]
After 8 consecutive positive weeks for the S&P, the index suffered its first weekly loss since early September. Make no mistake however, the -0.2% giveback for the S&P500 and Nasdaq on the week was anything but panicky (Dow off -0.5%) and probably does little to change the broad perception that markets have not experienced any […]
With October nearing conclusion, US equities indexes extended their streak without so much as even a 5% pullback to near 350 trading days! In fact, at times it feels as if upward momentum is accelerating if one views the absolute level of indexes in isolation (ie Dow over 23,000; S&P500 nearing 2,600) and new highs […]
Unfazed by Media Attempts to Draw Parallels to 30th Anniversary of Black Monday – Week Ended 10/20/17
US equities, as viewed through the lens of the S&P500, added another +86 bps last week bringing month-to-date performance to +2.3%. If US equities are roughly flat or better through the balance of the month, October will conclude as the second strongest month this year. That is a noteworthy accomplishment when considering that US equities […]