Market Updates

01/24/18

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

01/17/18

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

12/21/17

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

11/06/17

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

10/10/17

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

10/06/17

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

09/06/17

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

08/01/17

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

07/21/17

Harvesting Consistent Yields from Dividend Stocks Over the last 50 years, dividends have provided nearly half of the stock market’s returns on investment (ROI). The performance of the S&P 500