The current bull market in stocks reached its 8th anniversary earlier this month, and for about the last four years, professional investors and financial planners have been...
Articles
The Presidency and The Coming Bear Market
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...
Slowing Pace of Consumer Spending
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...
Russian Hacking & What it Means for Your Portfolio
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...
Higher Rates: The Tempest in the Teapot
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...
What to Expect for 2017 from A Trump Presidency and What that Means for your Portfolio
From all the information available at this time, we are most likely looking at a positive year for equities in 2017. For fixed income securities, 2017 appears to be heading...
With Gratitude and Peace
The Acorn offers many metaphors and symbols, including a few noted below. Members of Colman Knight share this token with you during the present Thanksgiving season as a...
Precious Human Birth
Recently we shared the news of the tragic loss of our Administrative Director, Patricia Miguelez. Her passing accompanies feelings of shock, grief, and confusion. Our minds...
The 2016 Presidential Election and your Investments
Whether you are a Democrat, Republican or Independent, the 2016 Presidential Election seems to be heading towards a Hillary Clinton victory. We do not know who will win but...
Brexit (British Exit of the Eurozone) And You
Although we sent something out this past Friday, the events of Brexit are so dramatic that another more in depth discussion is warranted. In general, your portfolios are...
Does the Social Security Administration (SSA) Really Need Military Assault Weapons?
In a recent Op Ed. piece in the Wall Street Journal, Tom Coburn and Adam Andrezejewski opine about the amount of military assault weapons issued to the Internal Revenue...
Lowest Jobless Claims Since 1973 – Really?
According to the Department of Labor, on April 16th, 2016 the number of initial jobless claims fell to 257,000 people that is the lowest number of first time claims since...
Ready to Align Your Wealth with What Matters?
Let's explore how we can co-create your unique financial strategy. Schedule a complimentary call today – your journey to financial well-being begins here.