Market Commentary

Prepare for the Return of Market Volatility

Prepare for the Return of Market Volatility

Markets remained calm as corporate earnings satisfied investors and controversial actions from the White House surrounding Obamacare and Iran were largely ignored by investors. The situation around the Catalonia region declaring independence remains fierce...
Bull Market Remains Unfazed During Global Disasters

Bull Market Remains Unfazed During Global Disasters

Over the past quarter, North Korea successfully tested a hydrogen bomb; devastating hurricanes battered Texas, Florida and the Caribbean; political dysfunction in Washington featured more Russia controversy and significant White House staff turnover; Equifax...
Nine Years Into a Bull Market Means Money for Innovation

Nine Years Into a Bull Market Means Money for Innovation

Stocks continued to rise in the face of a horrific mass-shooting and escalating geopolitical tension. The US economy shed 33,000 jobs in September, but it was largely due to the hurricanes and the overall market remains strong. Unemployment dropped to 4.2%....
The Trump Tax Reform Outline and What You Should Be Asking

The Trump Tax Reform Outline and What You Should Be Asking

The Dow, S&P, and Nasdaq all closed at all-time highs to end the quarter, with the Dow having 8 straight quarters of positive returns. Crude oil futures were up after weekly oil rig counts rose and the markets have reacted positively to the new GOP tax...
New Survey: How Affluent Americans Handle Family Finances

New Survey: How Affluent Americans Handle Family Finances

Today we’re excited to share with you the results from our most recent survey breaking down how affluent American families handle their finances. We commissioned the Affluent Family Finances Survey through ORC International, which surveyed 1,001 parents in...
The Verdict on Apple’s Newest Releases

The Verdict on Apple’s Newest Releases

U.S. equities started the week strong as tensions surrounding Hurricane Irma and North Korea subsided, at least temporarily. The S&P 500 hit multiple record highs as the week progressed. And despite a bit of volatility, international stocks were able to...
How Does the Equifax Breach Affect Me?

How Does the Equifax Breach Affect Me?

Earlier this week, news of a significant data breach at Equifax, Inc. broke, affecting an estimated 143 million U.S. consumers. While this is not the largest breach of recent times, it may very well be the most damaging to American families due to the nature...
Bill to Raise Debt Ceiling Surprisingly Passes

Bill to Raise Debt Ceiling Surprisingly Passes

Devastating natural disasters and jitters over North Korea pushed the market down to start the week after the Labor Day holiday. Stocks tried, but were unable to recover fully over the remainder of the week. Stanley Fischer, the Fed’s number two official,...
Tax Reform Plan Details in Coming Weeks

Tax Reform Plan Details in Coming Weeks

A strong week helped keep the S&P 500’s monthly winning streak alive, although the red-hot NASDAQ had the first negative down month in recent memory. The devastation of Harvey and more provocations by North Korea were overlooked by investors in favor of...


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