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...
Jun 23, 2017 | Investments, Wealth Management
The impact of Amazon buying Whole Foods on other food retailers such as Kroger, Walmart, Costco etc. has been dissected ad nauseam in news over the past week. But, this deal has stirred up secondary effects on other companies. Walmart is now telling its vendors that...
May 27, 2017 | Financial Planning, Wealth Management
The S&P recently released a study showing how the index beat active managers over the last 15 years. This attention to index investing may be diverting retirement savers from their real goals. “The media’s focus on market returns is highly distracting,” says Dana...
May 14, 2017 | Financial Planning, Wealth Management
Last week, Morgan Stanley slammed the door on placing Vanguard mutual funds in client portfolios. Morgan Stanley’s decision follows a similar one instituted last year by Merrill Lynch to forbid new sales of Vanguard mutual funds. The brokerage arms of Wells Fargo...
May 6, 2017 | Investments, Wealth Management
The Dow Jones Industrial Average (DJIA) is widely regarded as the barometer of blue chip stocks and becoming a part of the DJIA is a validation for any publicly listed company. But, Amazon, which has been public for nearly 20 years and has forced a number of...
