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Debt Ceiling Crisis Averted (for now)

September 18, 2017

The media has latched onto the debt ceiling as one of its top news stories in the late summer, pushing it to the forefront of their coverage. I was asked about the debt ceiling in my last CNBC interview on August 24th. In my interview, I stated that there was a very low chance that the government wouldn’t raise the debt ceiling, citing that the government had raised it 74 times since 1962.

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The Fear and Reality of Geopolitical Risk

August 16, 2017

Every so often, geopolitical turmoil rears its ugly head and spooks the markets. The most recent geopolitical situation creeping back into the markets is the rhetoric between North Korea’s leader, Kim Jong Un, and President Trump. Fear that rhetoric may escalate into a full blown war has the markets on edge, as some individual investors are allowing their emotions to influence selling into the unknown.

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Second Quarter 2017 Update

July 24, 2017

The S&P 500 continued its upward trend in the second quarter, finishing the quarter up 2.57% (see the chart below). Low volatility has been the theme of the quarter, with only one 1% down day (May 17th) and only one 1% up day (April 24th).

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What is the gift tax?

June 1, 2017

It’s June, spring is in the air. The frost is thawing, and the flowers are blooming. Love is all around us with the wedding season blossoming. Seniors in High School and College are so close to graduation they can almost taste it! But, what does all of this mean for you?

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We Are a Fiduciary

March 28, 2017

President Trump’s directive to the Department of Labor (DOL) to review the Fiduciary Rule has brought to the headlines what it means to be a fiduciary and which investment professionals are deemed fiduciaries.

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What Happens From Here?

February 28, 2017

Some investors may have far too much of their portfolio in cash. In some cases, they are 100% cash, expecting a negative reaction to Trump’s election. When asked, “Why so much cash?” their answer is, “I’m waiting for a pullback in the markets.”

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