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Tag: Economy


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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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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2016 Market Review & 2017 Outlook

January 16, 2017

Wow what a year! As we have written during the course of the year, 2016 will be remembered as a “year of firsts.” Here are a few highlights of what happened during the course of the year that has never happened before: The first ten trading days marked the worst start to any calendar year in the S&P 500’s history, dropping over 8% to begin the year.

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It’s the Most Wonderful Time of the Year

November 22, 2016

The holiday season is upon us. It has always been a great time to show thanks for what we have, reflect upon the year, and look forward to the year to come. It is also the perfect time for me to directly thank all of our clients who have entrusted so much to us. Some of you are brand new clients while others have been clients for decades.

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Republicans Have Historic Night

November 9, 2016

Whether you are a Republican or a Democrat, Donald Trump’s win came as a shock to the world. The U.S. market’s initial reaction was a free fall drop. The S&P 500 futures were down over 6% overnight. Foreign markets that were open fell.

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