What a difference a couple weeks can make. From a full year of smooth sailing without so much as a wave, to what may feel like a full on storm
What does the Tax Cut mean for the Stock Market?
What does the tax cut mean for the Stock market? Many people are wondering what the tax cut means for the US Stock market. We thought it might be helpful
Tax Reform: How Will You Be Affected?
On December 22, 2017, President Trump signed a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. The centerpiece of the legislation is a permanent
Manager Interview – Part 2
We decided to put together a series of the hard-hitting questions that investment managers are being asked today. Last month we published Manager Interview – Part 1. This article finishes
Manager Interview – Part 1
We decided to put together a series of the hard-hitting questions that investment managers are being asked today. We asked our research team and internal advisors to hit us with
Q3 2017 Market Update
Q3 Market Update Third quarter continued the years steady march upwards with low volatility and consistent gains. The Wilshire 5000 Stock Index added 4.44% while the Barclays Aggregate Bond Index
Lets Get Real on Alternative Investments
Lets Get Real on Alternative Investments Not a day goes by where I do not receive some marketing pitch about adding alternatives into my portfolio mix. The pitch goes something
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The question on everyone’s mind: When will the stock market rally end? Since March of 2009, the stock market (‘The Dow’) has experienced a nice recovery and expansion from a
It’s no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow just 8% between 2015