Discovery Meeting

Contact us to schedule a Discovery Meeting so we can learn more about you and your investment goals. Learn more...

What’s Your Risk Number?

From the Blog

Economic Data Under President Trump – Weekly Update for January 23, 2017

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

December Earnings & a Presidential Week – Weekly Update for January 17, 2017

As we look back on markets last week, we see mixed results with none of the major domestic indexes gaining or losing more than 1%. The S&P 500 was down 0.10% for the week, and the Dow gave back 0.39%, yet again failing to reach 20,000. On the other hand, the NASDAQ increased by 0.96% and reached its sixth […]

Subscribe

Subscribe to receive our blog and Weekly Market Updates. Signup here!

Client Web Portal

Login to view your investment reports.