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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, August 5, 2020

One of my favorite Wall Street quotes is from Mark Twain, who said:“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June,...

Tuesday, August 4, 2020

Monthly Recap Market Indices At-A-Glance The Dow Jones Industrial Average rose 2.51% last month, trimming its year-to-date (YTD) loss to 6.14%.Among the three major U.S. equity indices, the technology-dominated Nasdaq Composite (+6...

Monday, August 3, 2020

Weekly Recap July 27-31, 2020 RecapEquities Rebound, Technology RipsStocks Post Solid GainsU.S. benchmark S&P 500 equities rebounded last week, resuming a bullish trend after falling 0.27% the week prior. Stocks ended Friday with...

Thursday, July 30, 2020

To some, the buying and selling of a company’s stock by corporate officers and directors can be an indicator of Wall Street sentiment.In July 2020, the ratio of companies with executive buying compared with executive selling...

Wednesday, July 29, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

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Tuesday, July 28, 2020

Weekly Recap July 20-24, 2020 RecapTechnology Weakens Second WeekS&P 500 Snaps Three-Week RallyU.S. equities ended lower last week with the S&P 500 posting its first weekly loss in four weeks as investors turned cautious amid...

Thursday, July 23, 2020

Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best...

Tuesday, July 21, 2020

We hope you are enjoying the summer and staying healthy in these trying times. Now that we are officially in a recession, we are looking for clues on how long we will stay in it and what the recovery will look like. The good news is...

Monday, July 20, 2020

It’s time to break from the mold.If you’ve been experiencing any of the following…A desire to establish a legacy on your termsA need for a trusted partner to accelerate your growth and support your effortsA search...

Sunday, July 19, 2020

Christmas in July? Let the Festivities Begin!Few of us have seen a year like 2020—a recession, record-setting unemployment and a pandemic that doesn’t seem to be slowing down. In some parts of the country, reopening...

Friday, July 17, 2020

A Mid-Year Review During a Mixed-Up TimeWe are now just over halfway through 2020, and these last six months have felt like six years. With the amount of change that’s occurred, your financial strategy may need some adjustments....

Thursday, July 16, 2020

I first want to extend my continued wishes that you, your family and loved ones are healthy and safe, and remain that way throughout the unprecedented circumstances we are facing.Navigating the uncertainty on the road ahead can feel...

Wednesday, July 15, 2020

Identity theft is a systemic and ever-changing risk that continues to unleash significant new threats to personal security. No one is immune to these evolving tactics to acquire sensitive information, which can leave individuals...

Tuesday, July 14, 2020

In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...

Thursday, July 9, 2020

In the coming weeks my broker-dealer will be sending you a letter containing a new disclosure document called a Customer Relationship Summary (Form CRS), as well a Supplemental Disclosure document.These documents are for your...

Wednesday, July 8, 2020

With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act.More than $3 trillion in stimulus has been pushed into the economy since...