The Presidency and The Coming Bear Market

by | Feb 16, 2017 | Articles

Over the last few weeks, we and our colleagues across the nation have been fielding calls from clients who are asking the kinds of questions that every professional investor hates to hear. The Dow has reached (and then fallen back below) 20,000. Should I take money...

Slowing Pace of Consumer Spending

by | Jan 26, 2017 | Articles

The US Bureau of Labor Statistics recently published their consumer spending trends report based on age groups.  This reports indicates that as the Baby Boomer generation ages, their overall spending decreases dramatically.  Since consumer spending represents about...

Russian Hacking & What it Means for Your Portfolio

by | Dec 22, 2016 | Articles

Last week it was announced that Russia was suspected of having interfered with the US presidential elections.  There is no doubt, that Russia hacked the Democratic National Committee (DNC) server.  Those hacked servers provided fodder for WikiLeaks which released many...

Higher Rates: The Tempest in the Teapot

by | Dec 20, 2016 | Articles

Anybody who was surprised that the Federal Reserve Board decided to raise its benchmark interest rate this week probably wasn’t paying attention.  The U.S. economy is humming along, the stock market is booming and the unemployment rate has fallen faster than anybody...

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