by Greg | Apr 9, 2018 | Market Update
Macro Overview Markets were rattled in March as a looming trade war between China and the U.S. enhanced market volatility. The administration announced $60 billion in tariffs for Chinese imports, with a detailed list of products which will be identified by the...
by Greg | Apr 4, 2018 | Newsletter
Macro Overview Markets were rattled in March as a looming trade war between China and the U.S. enhanced market volatility. The administration announced $60 billion in tariffs for Chinese imports, with a detailed list of products which will be identified by the...
by Greg | Mar 24, 2018 | Newsletter
Macro Overview Volatility was rampant throughout the markets as fear of inflation and rising interest rates pilfered gains that had accumulated from the beginning of the year. Some see a fundamental trend is in place as a normalization of interest rates evolves. The...
by Greg | Mar 22, 2018 | Blog
President Trump campaigned on the promise of sweeping tax reform, and on December 20, 2017, Congress passed the final version of the Tax Cuts and Jobs Act and made his promise a reality. This bill entails a number of changes to the U.S. tax code that will impact both...
by Greg | Mar 22, 2018 | Blog
You have a unique life, unique circumstances, and unique goals. Don’t you deserve a unique financial strategy to go with it? While many people may assume they are receiving customized advice from their advisor, far too often, advisors and firms box you into their...
