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Market Commentary

Weekly Market Commentary September 24, 2018

The S&P 500 hit a new high last week as economic reports remained positive and tariff news was not as bad as expected. The S&P rose 0.8% to eclipse the high set toward the end of August.  Read more

Blog

4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

Market Commentary

Weekly Market Commentary September 17, 2018

Markets put in a strong performance last week as U.S. inflation came in below expectations, trade concerns temporarily abated and technology stocks rallied. Read more

Market Commentary

Weekly Market Commentary September 10, 2018

Markets dropped last week as concerns about inflation and trade disputes pushed stocks lower. Additional concerns about the government regulating technology companies pushed that sector down 2.8%. Read more

Monthly Newsletters

September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

We all remember it. You have your pencils all sharpened, your new outfit on, and a fresh new school year ahead of you. Long after our academic days are over, we can’t help feeling that autumn is the time – after the exuberance of summer – to re-check and re-tighten everything to prepare for the colder seasons ahead. Read more

Market Commentary

Weekly Market Commentary September 4, 2018

Markets continue to produce positive results without much volatility. The S&P 500 edged up 0.2% last week. The MSCI ACWI climbed 0.6%, and the Bloomberg BarCap Aggregate Bond Index dropped 0.1%. Read more

Market Commentary

Weekly Market Commentary August 27, 2018

The S&P 500 reached an all-time high on Friday, surpassing the previous market high set in January of this year. Investors seemed to be reassured by the Fed’s minutes (see below) and hopeful the unproductive Chinese trade talks will be resolved before tariffs slow the economy. Read more

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Blog

4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst

The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, portfolios can become a large hodgepodge of various assets rather than a methodical allocation. The key is to reduce the correlation between assets so that they generally perform independent of one another. Read more

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