Are Your Financial Accounts Protected From Hackers?

Every other day we hear about online security breaches experienced by major companies, from Yahoo to JP Morgan Chase, and even the IRS. Because we rely so heavily on the Internet to conduct financial transactions and manage our accounts, we can expect these events to continue. In fact, reported data breaches in 2016 increased 40% from 2015, with over 1000 instances disclosed.

What We Do and How We Can Help

For most people, it can be difficult to find the time and resources to build and manage their wealth confidently, let alone enjoy managing the minute details of their finances. It can be even harder to know how to integrate your financial circumstances and life goals into a financial plan and stay on track for the long-term.

Why I Became a Financial Advisor

By Ted Rich

When I was growing up, baseball was important in my life. I loved playing the game and the camaraderie of the team effort. After playing throughout high school and college, I ended up in the minor leagues. But when my career came to an abrupt end, I knew it was time to find another profession.

Ride the Bull, Don't Chase It

A little over a year ago, the S&P 500 was trading down over 14% from its November highs. The primary price trend was clearly down, global recession discussions were happening daily due to the collapse of oil prices, and investor feelings were decidedly pessimistic. A year later, conditions could hardly be more different.

Markets Pause After Election Rally

A new Presidential Era began last Friday with Donald Trump's inauguration, and the stock market reaction was far more restrained than its response to his election. For weeks after the presidential election, we saw equity markets defy expectations and post significant gains. In fact, the Dow grew by over 1,500 points between November 8 and December 12.

Rational Exuberance?

On Friday, December 9, all three major U.S. stock indexes ended at record highs. For the first time in five years, they each posted gains every day of the trading week. The S&P 500 was up 3.08%, the Dow added 3.06%, and NASDAQ increased 3.59%.

Many Reasons to Give Thanks

What Happened This Week?

Stocks Drift Down but Outlook Getting Better

Of course, we never like to see the global markets go down. However, when you look beneath the surface, the U.S. economy is still doing far better than what this week's performance implies. Behind the losses and ongoing election exhaustion, there are a number of strong indicators that the economy is growing.

How Do Elections Affect Markets?

One of the questions on every investors' mind these days is the upcoming November elections and how they might move markets. We published a special video update on this topic last week for our clients, and in this blog post we will highlight the key points from that video.

Why Deutsche Bank Isn't Lehman Brothers

Why did Deutsche Bank affect markets?

Last week, concerns about one of the world's largest banks caused investors to worry that a new "Lehman moment" might spark a new financial crisis.

Need some advice?

We're here to help. Get in touch with us and we'll do our best to guide you in the right direction.

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