By Tom Haggerty, CFA | 2017 was by most measures a banner year for global equity markets, building on the strong gains from the prior year. A quick look at performance shows that almost all major stock categories were up double-digits in 2017, with international leading the way. Most bond categories were also positive despite the Federal Reserve increasing interest rates three times
By Debbie Douget | For many people, this has been a year with too few ups and far too many downs. A year with bitterness from the presidential elections, hurricanes, fires, shootings, sexual harassment and a seeming endless display of pain and suffering. Our country seems to be more divided this year than many of us can recall. The thought of the Thanksgiving Holiday may cause
By Tom Haggerty, CFA | The spoiler alert answer to our title question is that of course this bull market will end at some point, but with the caveat that clearly no one can predict with any certainty when that will be. Markets have a tendency to defy expectations at times, which we’ll discuss a little more below.
You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people. The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers.
By Tom Haggerty, CFA | The second quarter of 2017 saw continued gains for both stocks and bonds, leading to healthy first half returns for most investment categories. Stocks were up across the board again in the second quarter, led by momentum in international markets. Bonds also remained resilient as intermediate and long-term interest rates remain stubbornly low despite another ra
By Bill Hart | I love my occupation as a CERTIFIED FINANCIAL PLANNER™ professional and think it is the perfect job for me. I am a natural planner and problem solver which is important. I am a bit of a nerd so using computers is a good fit; at least when they cooperate. And best of all, we work for really great clients who truly appreciate what we do for them.