Posts you may be interested in
- Financial Planning
- Market Commentary
- Optimizing Operations
- Trust & Estate Planning
The first use of the phrase “Goldilocks economy” is widely credited to David Shulman, a former Solomon Brothers strategist who used it to describe the U.S. economy in 1992. The characterization borrows a line from the popular children’s story, Goldilocks and the Three Bears, describing an economy that is neither “too hot” nor “too cold”, exhibiting periods of stable growth, modest inflation, and a low unemployment rate.
Read Post
An increasing number of firms are turning to a trusted local financial institution to establish a term loan arrangement to help new partners fund their investment in the firm.
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
- Optimizing Operations
- Economic Perspectives
- Financial Planning
- Market Commentary
One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.
Read Post
- Optimizing Operations
- Economic Perspectives
- Financial Planning
- Market Commentary
A strong U.S. economy, continued global growth improvement, a concerted effort by global central banks to remain accommodative as long as possible, and a general sense of complacency about valuations in the equity markets provided the backdrop for 2017’s wins.
Read Post
- Optimizing Operations
- Economic Perspectives
- Financial Planning
- Market Commentary
While the 24-hour news cycle careened from one potential political crisis to the next, from North Korea, to the Affordable Care Act repeal, to Supreme Court changes, and finally to tax reform, volatility in the equity markets remained subdued, and the pace of the upward climb continued throughout 2017...
Read Post
As 2017 closed, it has become clear that the "animal spirits" that guide the markets can shake off natural disasters, populist uprisings, a nuclear threat, and an ongoing stream of fodder for what once would have been Presidential scandals, but now pass for business as usual in the Trump Administration...
Read Post
Threats of a nuclear conflict between the U.S. and North Korea, increased tensions between right and left here at home, a stalled Trump Administration agenda, and a spate of major hurricanes would in a typical environment likely lend to a pullback in risk assets and a flight to quality.
Read Post
How prepared are your kids to tackle lifestage financial decisions, such as buying a first home? Most parents are concerned about setting a good financial example for their kids, but fewer than half actually talk about money at home.
Read Post
You love where you live. But you've always had an idea of what your perfect dream home would be. So, what if you were on a leisurely Sunday drive next weekend and unexpectedly found that your dream home just went on the market? Would you be ready to snatch it up?
Read Post