Blog

These days you’re probably thinking about the beach, the mountains, or a road trip with the family. But summer, when life may be a little slower and your mind a little less cluttered, is actually a good time to do a quick midyear financial reality check. A midyear checkup can…

Stocks spent much of Friday in recovery mode following weakness on global trade concerns as President Trump said he would impose tariffs up to $50 billion on goods from China.  According to officials in Washington, China’s theft of intellectual property and technology and other unfair trade practices reignited Trump’s promise…

Maybe your charitable donations should stay in your zip code? For many of us, buying locally matters. We’ve all heard the term and seen the signs: Shop Locally. Eat Locally. But let’s extend that thought for a minute: do you consider giving to your local charities? The fact is we…

Every week brings new developments that grab the attention of investors. Political and economic developments dominated headlines last week, and, in general, most investors focused on the positives. President Trump announced our withdrawal from the Iranian nuclear accord and renewed sanctions on that country’s oil exports, sending oil prices to…

The recent passage of tax reform has raised the expected level of S&P 500 earnings.  Looking forward, Price/Earnings ratios have declined on a forward or normalized earnings basis, thereby raising the upside potential of the S&P 500.  In simple terms, tax reform should benefit markets and provide opportunity for growth. …

And how it relates to family and financial planning It is Masters time again. The 2018 Masters Tournament begins on April 5th, continuing an April tradition that started in 1934. Why is the Masters so special? Well, it starts because the tournament’s co-founder – Bobby Jones was one of the…

What happened at Orbitz? Reports from March 20th state that up to 880,000 payment card numbers and related information may have been exposed in a data breach. Orbitz, which is owned by Expedia, apparently had two different data disclosures. In the first disclosure, a hacker may have accessed customers’ personal…