As our country was getting hit with two hurricanes back to back last week, the country was also hit with a cyber storm - the Equifax security breach. I have been documenting the identity theft protection process and preparing my notes to send to you. Lo and behold a client who is a data scientist
Read more about 'Demographics Holding Back Growth' in our February 2017 Newsletter.
Read more about 'The Fed, Yields, and Expected Returns.'
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Download the
Happy Thanksgiving, It’s almost here, I love the focus on family, friends and food. Of course many would add football. Some of my family run the Concord Open Table Turkey Trot through Concord first thing in the morning and I know that many of you may be running or supporting a Turkey Trot in
Ah the memories of summer 2016. I know it is technically still summer until September 21st but in my view when the big yellow school buses roll – it’s done. Fortunately, recharged from Labor Day, September is a fresh start. I think many of us use the summer to just be, reflect and plan. Then boom, it’s over
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the performance of globally diversified portfolios and features a quarterly topic. Download the Quarterly
We all know nothing stays the same and yet when things do change we are often still surprised. Think about the amount of media coverage and seesawing markets over Brexit so far. I find that the emotion that bubbles up from seemingly out of no where during times of transition is startling. Has that ever
Hooray for real innovation in wealth management - a long overdue improvement that protects and works better for the savers and investors. I can't recommend 99% of the budgeting tools or apps out there to my clients. As a fiduciary, any and all advice must be in my client's best interest. Up until now, the
Many people know that the line “Nobody expects a Spanish Inquisition” is from a hilarious Monty Python skit. What made me think of this? There are so many questions. The jobs report, the presidential nominee slug fest, world security, technological disruption in every sector, it hit me why there are concerns in the comfortable class