Last week was relatively flat in the equity markets while long term bond yields rose. Market momentum over the past month has clearly turned sideways which may reflect a growing realization, even in an all-GOP Washington, that getting thi [...]

Your money is nothing to mess around with. It’s the product of your work and the tool that will allow you to live the life you desire. So, when it comes to managing your money, it’s important to pick the right team. And picking the right [...]

Equity markets again moved sideways last week while interest rates softened a touch with yields falling approximately 0.02% in a parallel shift. An emerging quandary in risk assets seems to be growth and inflation versus growth or inflati [...]

The first, albeit holiday shortened, week of the year started off on a nice note with equity markets posting gains and interest rates falling slightly on the long end of the curve while commodities and the U.S. dollar moved sideways. Earn [...]

Wow. What a year. If you’re like us, you probably spent New Year’s Eve shaking your head in a mix of shock, awe and bewilderment. Let’s do a quick recap on what shaped markets (and the world) this year: January: It was a rough start to th [...]

Regular meetings with your financial advisor are instrumental to reaching the goals you have for your investment portfolio. Catching up annually to get a quick report on the “bottom line” is not enough to ensure your advisor understands y [...]

That’s a wrap for 2016! Equity markets limped to the finish line, breaking a seven week winning streak, while interest rates declined across the curve. Last week was a light economic calendar and very thin holiday trading volume. There is [...]