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Dow beats 20,000…what about YOU?

Published: January 26, 2017 8:54:26 am 2306 Views

On Wednesday, January 25, 2017, the Dow Jones Industrial Average passed a new benchmark: 20,000. This is a milestone investors have been waiting for since the fourth quarter of 2016. This milestone came on the heels of the NASDAQ also crossing its highest level in history on January 24th at 5,600. Now we are within striking distance of the S&P 500 index making history when it hits 2,300. While this is extremely exciting, at least the media thinks so, what does it mean for you?

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Keep Calm and Carry On

Published: December 8, 2016 11:39:32 am 2473 Views

The British World War II poster slogan “Keep Calm and Carry On” is internationally known by many and is often mistakenly attributed to Winston Churchill. While Churchill, the shrewd Prime Minister, would likely agree he did not actually pen the phrase they are simple words meant to endure the turbulent war times. However, I feel it is appropriate and prudent advice for investors as well.

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Cows and Chickens: Xerox Deal Steams Ahead

Published: November 14, 2016 4:18:08 pm 2749 Views

George T. Conboy’s Cow and Chicken Theory describes our markets best: no matter what’s happening, in the morning the farmer goes to the barn. The cow still gives milk and the chicken lays their eggs. Despite all the chaos from the election, deals are still happening. Furthermore, the Xerox and Conduent deal will be coming to close within the next sixty days. According to the Democrat and Chronicle on November 8th, Xerox announced the details on their upcoming split into two separate companies.

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Bugs Bunny Makes a Move

Published: October 26, 2016 11:16:00 am 2178 Views

As reported by USA Today, on Saturday, October 22nd, AT&T and Time Warner made a deal which outlined AT&T to purchase the communications company for $85.4 billion. Details in the cash and stock deal include that AT&T will pay $107.50 per share of Time Warner whose service includes HBO, CNN, TNT, TBS, Warner Bros, Bleacher Report, theme parks, and a 10% stake in their premier streaming service Hulu. Bugs Bunny is making a move—and will likely settle into his new home by the end of 2017.

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Aim for the Horizon

Published: October 6, 2016 11:00:06 am 2140 Views

It is awfully common to hear clients talk about what they read or heard about investing, particularly the old “rule of thumb” about keeping equity exposure equal to 100 percent minus your age. So, if you are 70 years old 30 percent of the portfolio would be in stocks and 70 percent in bo...

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How to Invest During an Election

Published: September 28, 2016 11:10:51 am 2077 Views

There is no doubt that the 2016 Presidential Election is getting a lot of press. With the first debate happening this week so many people are trying to watch the polls and figure out who will be our next leader. Of course the two candidates could not be any more different with their policies and ide...

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A "Golden" Rule: Everything in Moderation

Published: August 4, 2016 2:47:21 pm 2350 Views

While the market has recovered nicely from a bumpy first quarter many people still have feelings of uncertainty. The uncertainty I hear the most about comes from the June BREXIT and the potential outcomes of the upcoming November election. While the BREXIT was simply an event that should not have a...

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Tax Free Savings While You Work: Roth 401(k)

Published: July 19, 2016 1:21:55 pm 2077 Views

Many of you are probably familiar with a 401(k) - or employer sponsored retirement plan. Every year during benefits enrollment you decide what percentage of each paycheck will go into your retirement plan. But you may not be aware of a benefit option with your 401(k) plan that is quite often overloo...

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Why Use An Advisor At All?

Published: June 29, 2016 1:16:46 pm 2351 Views

In a world where you can get trade execution for $7.99 or buy an index fund virtually for free, why should investors seek out the aid of a financial advisor and pay the additional fees that go along with that?Well, a certain firm set out to quantify the potential value added by working with a skille...

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The 'Brexit' Leave Vote

Published: June 24, 2016 2:46:01 pm 2070 Views

Unless you have been living under a rock, you've likely heard that Britain has voted to leave the European Union. The 'Leave' vote came as a surprise to the markets, as evidenced by the lack of a sell-off in the last few weeks, capped off with a strong rally into yesterday's close. Unsurprisingly, g...

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