Posts you may be interested in

For the last year, the two headed monster of Fed policy and Chinese trade tensions have captivated the markets. As we look ahead to the remainder of the year, where's the opportunity?
Read Post
Here's our quick perspective now that the Fed cut rates by a quarter point.
Read Post
The U.S. is officially in its longest expansion on record, breaking the previous record of 120 months that ended in March 2001. While it is the longest, it is also one of the weakest.
Read Post
2019 has given (almost) all investors a reason to smile – but can it continue?
Read Post
Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.
Read Post
Solid US economic data and recent positive China Purchasing Managers Index keep us optimistic US Equities will trend higher, albeit at lower annualized returns than the past decade. Within equity sectors, we are most bullish on technology and healthcare. We believe communication services, financials, and REITs are the least attractive sectors.
Read Post
Earnings growth slows dramatically, margin pressures build, tighter monetary policy and sector and stock selection will continue to focus on industries and companies that should perform well late in this cycle.
Read Post
- Economic Perspectives
- Market Commentary
- Financial Planning
- Managing Taxes
The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.
Read Post
The Tax Cuts and Jobs Act of 2017 includes a provision encouraging private sector investment in certain lower-income communities designated by the U.S. Treasury Department as “qualified opportunity zones”.
Read Post
- Optimizing Operations
- Economic Perspectives
- Financial Planning
- Market Commentary
As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.
Read Post