Quarter 3 2017 Market Review

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

By | 2017-11-03T09:10:32+00:00 November 3rd, 2017|Categories: News|Comments Off on Quarter 3 2017 Market Review

Identity Theft Action Plan

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

By | 2017-09-29T15:28:05+00:00 September 15th, 2017|Categories: News|Comments Off on Identity Theft Action Plan

Q4 Market Review

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

By | 2017-02-20T21:10:28+00:00 January 15th, 2017|Categories: News|Comments Off on Q4 Market Review

The times they are a’changing

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

By | 2017-09-01T16:22:05+00:00 November 23rd, 2016|Categories: News|Comments Off on The times they are a’changing

There is a Season

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

By | 2017-09-01T16:22:05+00:00 September 13th, 2016|Categories: News|Comments Off on There is a Season

Quarterly Market Review

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

By | 2016-07-15T19:55:59+00:00 July 15th, 2016|Categories: News|Comments Off on Quarterly Market Review

Nothing Stays the Same

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

By | 2017-09-01T16:22:05+00:00 July 15th, 2016|Categories: News|Comments Off on Nothing Stays the Same

Good Riddance to Risky Data Aggregation

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

By | 2017-09-01T16:22:06+00:00 June 13th, 2016|Categories: News|Comments Off on Good Riddance to Risky Data Aggregation