A Bright Start to the New Year - February 1, 2019

Stocks took a beating late last year, with key market indexes putting in their 2018 lows the day before Christmas (WSJ, various sources). For daily-market watchers – something that’s not recommended for longer-term investors – volatility and quick shifts in sentiment can be maddening. Besides, over a shorter period, markets can overshoot and can undershoot.

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It’s Go-Time for the Fed - January 30, 2019

The Federal Reserve’s two-day meeting concludes Wednesday.

The fed funds rate is expected to hold at 2.25-2.50%.

Attention turns to Fed Chief Jerome Powell’s press conference.

  • Powell will begin holding a press conference after every meeting vs quarterly. The Fed holds eight meetings each year.

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How Can I Trust That I’m With The Right Financial Advisor? - January 25, 2019

As fiduciaries, independent Registered Investment Advisors are positioned to offer highly personalized solutions that meet the complex needs of affluent investors.

Finding the right advisor can be a challenge. The field is crowded with professionals who have the requisite credentials and who are eager for the privilege of managing your money. But when you choose to work with an independent advisor you can expect customized advice that covers a broad spectrum of sophisticated investment strategies and consultation.

It’s important to invest sufficient time and effort in making the right match. Ask yourself these important questions to help ensure that you’re working with a trusted partner who will take a holistic look at your financial picture to grow and preserve your wealth.

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A Terrific Start to the Year - January 23, 2019

The S&P 500 Index1 is up 13.6% since its most recent bottom on Christmas Eve. Year-to-date (thru 1.21.19), the index is up an impressive 6.5% (MarketWatch).

We can credit some of the performance to oversold conditions in late December. When short-term negativity is at extreme levels, upbeat news is likely to spark a move into stocks.

A look behind the recent rally

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