Saying yes to your financial future!
Earnings Season Begins: WEEKLY UPDATE – APRIL 20, 2018
- April 20, 2018
Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week. The S&P 500...
Q1 2018 down, 3 more to go. Think Marathon NOT sprint.
- April 18, 2018
Nothing’s changed, yet so much has. The Value of Evolution. Taxi or Uber? Investment management meets Perfect Day. October 2016 was...
Stocks Rebound: Weekly Update – February 21, 2018
Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced...
Bear Market Noise or Reality Panic?
Friday hurt. Today hurt more. The market just closed with losses of 4% across the board. Is this the beginning of...
Markets, Inflation and Earnings Hike Upward–What’s In Your Portfolio?
The index just posted its best 10-day beginning to a year since 2003, with a 4.2% gain so far. The Dow...
Travel Agent On Your Financial Journey
- January 12, 2018
Hujambo! (Hello in Swahili) The start of a new year always brings a sense of fresh beginnings; but it can also...
A Tax Bill Before the Holiday
- December 28, 2017
As we headed into the long holiday weekend, the markets continued to climb as tax reform moved forward. For the...