The Markets (as of market close April 30, 2019) As April came to a close, each of the benchmark indexes listed here posted strong monthly returns. In fact, for several of the indexes, April brought to a close the best four-month stretch in many years. Both the Nasdaq and S&P 500 reached new highs during […]

We are excited to share our first newsletter for 2019. In this issue, you will learn about Traditional and Roth IRA contributions, The Red Bull Fly Girls and the latest events in the lives of Mike Dunbar, Lori Roberts and Katie Stein. Click on the image below to read the newsletter. Disclosure: Certain portions of […]

Following a tumultuous close to 2018, stocks enjoyed a robust January. Positive feedback from ongoing negotiations between the United States and China, coupled with strong job growth, low inflation, and stable interest rates, helped fuel investor confidence that pushed the major benchmark indexes to levels not seen in 30 years – despite a partial government […]

The Markets (as of market close February 28, 2019) Each of the benchmark indexes listed here posted positive monthly gains, led by the Russell 2000, which lapped the field after gaining over 5.0% for the month. The small-cap index is almost 17.0% ahead of its 2018 closing value. Signs that a trade accord with China […]

Trade wars, midterm elections, and market volatility highlighted 2018 for investors. In an attempt to reduce the trade deficit, President Trump pushed to rewrite trade agreements with several long-time trade partners of the United States. Trump amended the trade agreement with South Korea, imposed tariffs on steel and aluminum, and renegotiated the North American Free […]

We are thrilled to share our latest newsletter with you! Here you will learn year end tax strategies as well as meet our newest team members Katie Stein and Rhys Cooper. CLICK HERE TO READ THE FINANCIAL INSIGHTS 2018 Q4 NEWSLETTER Disclosure: Certain portions of this website, including our blogs, newsletters and articles may contain […]