Dec 17, 2017 | Wealth Management
Even as all eyes are on the upcoming tax reform, income gains and confidence in the economic outlook has prompted Americans to open their wallets this holiday season. Buoyant financial markets, modest inflation and low unemployment have all been major contributors as...
Oct 22, 2017 | Wealth Management
Finishing the week were all three indices posting record closing highs, extending their recent run of records, and the Dow, which broke above 23,000 this week, registered a sixth week of gains while the Nasdaq posted four weeks of gains. Initial jobless claims, a way...
Oct 1, 2017 | Wealth Management
The tax plan that the President touted at its official unveiling earlier this week has winners and losers. While the plan is thus far scant on details and revenue projections, it appears to be designed to win over Main Street and Wall Street. But, the biggest...
Sep 9, 2017 | Wealth Management
Investors have weathered the political gyrations and the turbulence in economic conditions all year. But, as we get into September and the last quarter of 2017, fears and anxieties from the past, appear to be catching up. Bad memories from the infamous Black Monday in...
Aug 19, 2017 | Wealth Management
Global technology companies like Amazon, Apple, Facebook and Google dominate their markets, from e-books and smart phones to search advertising and social-media. These companies have taken the winner-take-all approach and have left several competitors in the dust....
Jul 22, 2017 | Investments, Wealth Management
As the major indices hit new highs, protection against sharp declines in the market has become a priority. The first half of 2017 has been one of the strongest for the financial markets. The S&P 500 posted a return of 9.34% in 1H 2017 and has since continued to...
