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.
By Thomas Haggerty, CFA | 2017 started off in much the same way that 2016 ended, with global equity markets seeing continued gains. Stocks were up across the board in the first quarter as the rally that started after the U.S.
By Bill Hart | There have been some great “duo’s” over the years; Batman and Robin, Captain Kirk and Spock, The Skipper and Gilligan, Andy and Barney and the list could go on. The one thing that each of these very visible duo’s share is that they all had a third, less visible person supporting them.
The current bull market in stocks reached its 8th anniversary yesterday, and for about the last four years, professional investors and financial planners have been scratching their heads. The markets have gone up and up and up, and we all know that they won’t go up forever, which means there’s a correction looming somewhere on the horizon.
By Thomas Haggerty, CFA | 2016 was definitely a year for the history books. From a market perspective however, it will likely be remembered as a pretty strong year despite several unexpected events and bouts of volatility. When the dust settled in December, all major global equity and fixed income categories saw positive returns, with some up double-digits. As a result
As the end of the year quickly approaches, there are tax saving strategies you can implement to keep more money in your pocket. Reviewing how these strategies fit into our clients' lifestyles is one way we help guide our clients down the Path to Confidence. Let's dive into some of the strategies below and see which ones you can implement.
What Should Investors Do About the Upcoming Presidential Election?
Bill Carr, CFP®