Advisors

Pending recessions typically end bull markets. And recessions are often presaged by certain signals: rising jobless claims; falling home sales; an inverted yield curve; wage pressures that impact corporate margins; exogenous shocks, including oil spikes; or destabilizing valuations in key asset classes. We don’t see those red flags on the horizon as we enter the
0 Comments
“The government shutdown will have an impact on real estate transactions should it continue for an extended period of time,” said Elizabeth Mendenhall, president of the National Association of Realtors, in a statement to CNBC. The shutdown, which began Saturday after congressional leaders failed to reach a spending agreement to keep the government funded, means
0 Comments
I hear it from my friends, family and clients all the time. For many of us, our financial worlds came crashing down at the very start of our adult lives. My generation was faced with the brutal realization that our expensive educations wouldn’t be the financial cure-all we were believed they would be. In reality,
0 Comments
By now, even your grandmother probably knows what a bitcoin is. If that’s not a sign of something going mainstream, I don’t know what is. As a financial advisor, I’ve found it interesting these past months to talk about bitcoin in a professional setting. When I do, I always explain that, no matter how exciting
0 Comments
Sam Edwards/Caiaimage | Getty Images A dose of healthy fear is good for investors, even during bull markets. The year 2017 was a good year to be an investor. The Dow Jones Industrial Average just passed through the 24,000 level for the first time ever. The S&P 500, a broader measure of the market, finished
0 Comments
A financial plan is more than just a budget, reviewing your investment gains/losses or even having a 180-page document that sits on a shelf or in a drawer. Your financial plan should be a living and breathing document. We have met with many clients over the years that have let us know they already have
0 Comments
With growing concerns about hedge fund returns and structure, interest in hedge fund conversions has spiked. These funds, typically offered in the form of a mutual fund, provide entree to a proven strategy and management team that most investors wouldn’t otherwise have access to. But, just how are these funds converted? And what are the
0 Comments