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We are pleased to report new all-time high portfolio levels for typical accounts (adjusted for withdrawals), especially given the many challenges facing the markets. The stock market moved erratically higher during the quarter despite geo-political saber-rattling,...read more
The stock market sustained its winning ways this past quarter and so did your investment portfolio. Stock prices continued to work their way higher, despite many worrying global tensions, political infighting, falling oil prices and another Fed interest rate hike....read more
You or a loved one are at risk of a multi-billion dollar scamming system commonly known as "Elder Financial Abuse". More than 70 percent of the nation's wealth is controlled by people over 50 years old - a group that financial criminals are targeting heavily. As...read more
Despite the Federal Reserve raising interest rates once again and all the political cross-currents, it turned out to be a good quarter for the stock market and a slightly positive one for bonds. Your portfolio participated broadly on the upside to mark another...read more
A major anxiety amongst stock market participants revolves around two key factors that appear to be on a collision course. The first is an overvalued stock market. The second, is an emerging trend of rising interest rates. We made the case for rising rates last year,...read more
This month, Charles Schwab & Co., the brokerage firm where our financial advisory clients custody and safeguard their valuable financial assets, announced it was once again dramatically reducing transaction fees. Schwab reduced the standard online commission...read more