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Other articles filed under Market Commentary

5 Retirement Questions You Should Ask Yourself

October 25, 2017 - One topic that comes up often in conversations with our clients is retirement planning. While goals and dreams may differ, there is one common theme — financial security. More specifically, many ask the question, How much monthly income will I...
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Climbing to New Highs

August 31, 2017 - A recent report revealed that the S&P 500 Index has closed at 42 news highs since July 11, 2016. That’s the day the S&P 500 hit its first all-time closing high in almost 14 months. A quick review of data...
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Finding the Right IRA Match for You

August 24, 2017 - All investments have a combination of benefits and limitations for its investor. Individual Retirement Accounts (IRAs), however, also have nuanced eligibility requirements based on your employment type and income level. Selecting a retirement account isn’t always easy to navigate which...
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Do Robo-Advisors Dream of Electric Clients?

July 5, 2017 - A Book Review: “Those who remain covet any living creature, and for people who can’t afford one, companies built incredibly realistic simulacra: horses, birds, cats, sheep. They’ve even built robot (“robo”) financial advisors. Immigrants to Mars receive robo advisors so...
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May Market Commentary: Ignore the Distractions

June 22, 2017 - The steady diet of headlines pouring out of the Trump administration has been unsettling for most Americans, regardless of where they sit on the political spectrum. We know equity markets loathe heightened uncertainty — and what is happening in Washington...
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