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February 20, 2019
One of the really great things about our business is the wide variety of individuals with whom we have the pleasure to partner. Our clients range in age from young Millennials with careers, dreams and aspirations far in front of them, to those from the Greatest Generation now enjoying the fruits...
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January 4, 2019
Just as everyone was settling in for a long winter’s nap, things started going haywire. Stocks, oil and interest rates all rolled over beginning in late September/early October and dove deep as the 4th quarter progressed. By the end of December, what was shaping up to be another good year for...
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December 10, 2018
Equity markets continued their downward pressure last week, pausing briefly on Wednesday to mourn the passing of President George H.W. Bush. One excuse was that the 90-day delay in the imposition of additional US-China trade tariffs may not allow enough time to reach an acceptable resolution. The...
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November 23, 2018
Anyone paying attention to the market lately may have had a case of indigestion at their Thanksgiving meal yesterday. Equities continued the sell-off that began in October as worried investors sold shares fearing the world’s economies are slowing in the wake of trade concerns, rising interest...
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November 5, 2018
October produced the first correction in U.S. equities since a similar sell-off that began in late January of this year. After hitting all-time highs in the third quarter of 2018 the S&P 500, a measure of large U.S. companies, dropped 9.84% and the tech-heavy NASDAQ index fell 13.1% before...
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October 25, 2018
The incredible $1.6 billion Mega Millions jackpot was finally won this week by someone purchasing a single ticket in South Carolina. I’d be willing to bet $1.6 billion the winner wasn’t you. In lieu of a 30-year annual payout, the winner can choose a lump sum of about $878 million (before taxes...