U.S. Asset Management

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Risks and Opportunities
Market Updates

Risks and Opportunities – 2020 – part 2

As I mentioned in the last article, we see limited upside potential for US stocks in 2020.  Our estimate of fair value on the Dow …

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Risks and Opportunities
Market Updates

Risks and Opportunities – 2020

Investment markets in the US performed well in 2019, but investing hasn’t been nearly as easy for stock pickers unless you put your money in …

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Equitable Divorce Settlements
Divorce Resources

Equitable Divorce Settlements Should Include Intangible Assets

For most people, divorce is an emotionally exhausting process, and, without proper planning, the financial impact may be devastating. I believe that the most common …

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Major Stock Market Decline Looming
Market Updates

Is the Next Major Stock Market Decline Looming?

Portfolio Insights Financial market commentators seem to change their minds daily about the outlook for the stock market.  One day they are excited about stocks …

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High Net Worth Resources

Losing Money AND Paying Taxes? There may be a better way

CPA’s listen up!  As you begin preparing tax returns, some of your clients may have lost money last year but still owe capital gains taxes …

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Market Updates

This isn’t your dad’s stock market any more

Lately, we have seen unprecedented volatility in the US stock market with swings in excess of a thousand points in a couple of days for …

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Financial Calculators
Retirement Resources

Financial Calculators

Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are several tools we find helpful …

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Market Updates

10th Market Update

The herd is jumping off the cliff  A large part of my job as a portfolio manager is to appraise the value of companies.  I …

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enough to retire?
High Net Worth Resources

Do I have enough to retire?

“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a client to construct their financial …

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US Asset Management
Market Updates

7th Market Update

Something interesting happened in the stock market last week called ROTATION. We saw the stock market pull back from it’s high, as investors started to …

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Market Updates

6th Market Update 6-26

June 26, 2018 Yesterday, the stock market dropped over 400 points1 at the bottom as the market reacts to: President Trump’s tough stance on China2 …

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Smarter Strategies
High Net Worth Resources

Smarter Strategies When You Sell Your Business

Over the years, I have helped several business owners with financial planning and investment issues involved in the sale of their business. While everyone has …

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