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Portfolios That Work
<iframe width=”560″ height=”315″ src=”https://www.youtube.com/embed/tYWYqOa-hiE” title=”YouTube video player” frameborder=”0″ allow=”accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture” allowfullscreen></iframe> Helping you achieve success in whatever way you define it! Every investor wants a successful investment portfolio! Yet, people tend to define success in different ways. To create a portfolio that works well for you, we have designed 5 key…
Read MoreSupply Constraints Impact Market Performance
Major stock market averages opened slightly lower this morning. At the moment, the Dow is down 78 points, and the S&P 500 is down .2%. Real estate, utilities and consumer staples sectors are down at least .7% in early trading.
Read MoreREVISITING THE INTEREST RATE DEBATE
Stocks surged forward at the open (Dow +430 pts; SPX +1%). Sectors up more than 1% in early trading include financials, materials, industrials and energy. The only sector not participating today is utilities. Commodities are also broadly higher. WTI crude oil is back up to $74.50/barrel; copper is up 1.9%; gold is up .4%. The…
Read MoreSTOCKS OVERCOME DELTA VARIANT JITTERS
Stocks opened a bit higher this morning after retreating yesterday. At the moment, the Dow is up 65 points and the S&P 500 is up .3%. While valuations in some sectors & industry groups look full, it feels like investors are eager to buy any dip. Corrections, though relatively minor, continue to roll through the…
Read MoreJOBS REPORT CHEERS STOCK MARKET
US stocks opened higher again today (Dow +104 pts; SPX +.45%; Nasdaq +.5%) marking a seven-day rally to fresh highs. Gains are concentrated in technology and consumer-related sectors this morning. The VIX fear gauge fell back to 14.5, the lowest level since the Covid Crisis hit in early 2020. Any lingering Covid fear has vanished.…
Read MoreFIRST HALF IN THE BOOKS
The stock market opened the second half of 2021 with modest gains. At the moment, the Dow is up 72 points, and the S&P 500 is up .3%. Energy, utilities and real estate are leading the way with 1+% gains. Technology is the lone sector in the red this morning. Commodities are mostly higher today.…
Read More5 Questions to Ask When Choosing a Financial Advisor
Selecting a financial advisor can be a daunting task. Individuals have the temptation of narrowing their decision making based on one aspect of investing – investment performance trends. However, performance ebbs and flows based on market conditions and geopolitical issues. Performance can be stellar in one year and struggling the next. While a firm’s ability…
Read MoreFinancial Planning: Helping You See The Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you target your goals by…
Read MoreTOP 4 RETIREMENT MISTAKES
In the late 1970s, Congress passed the Revenue Act of 1978 which created section 401(k) of Internal Revenue Code which opened the door to the popular 401(k) programs available in many companies today. The unintended consequence of this new law was that the responsibility for creating retirement assets began to shift from the company to…
Read MoreWho We Are
Highlights: We are laser focused on clients. Our goal is to wrap our arms around a client’s entire financial situation because that’s the best way to help shepherd them through life stages and milestones as efficiently as possible. In our nearly 30 years of existence, we help clients provide financial success in whatever way the…
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