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What’s Your High-Net-Worth Personality?

What’s Your High-Net-Worth Personality? Here’s why you need to know As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives. That means you need to work with professionals who connect with you. Who

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Monthly Market Update for September 2017

Global Economy: Backward-looking economic signals continue to be positive, with 2Q-17 real gross domestic product (GDP) revised up to 3.1%.  While manufacturing and producer surveys remained positive, core PCE, the Federal Reserve’s preferred measure of price inflation, moved down to 1.3% on a year-over-year basis. The unemployment rate dropped to

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10 Steps to Help Protect Your Identity

Equifax recently announced that between mid-May and July 2017, over 143 million American consumers’ sensitive financial information was exposed. Since Equifax tracks the financial data for so many Americans, there is a high likelihood that your personal information has been exposed. Here are 10 steps to take today to protect

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Monthly Market Update for August 2017

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Themes of mild inflation, moderate growth, low unemployment and persistently low volatility are shared around the globe, even

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Monthly Market Update for July 2017

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The global economy finds itself unusually calm, despite being surrounded by several strong currents.  As it relates specifically

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Monthly Market Update for June 2017

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Mixed signals continue in the US economy.  The Commerce Department revised 1Q-17 real gross domestic product (GDP) upward

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Monthly Market Update for May 2017

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: In the US, the Commerce Department revised 1Q-17 real gross domestic product (GDP) upward from 0.7% to 1.2%.

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Monthly Market Update for April 2017

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: There was a sigh of relief from investors in April following the first round of elections in France

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Monthly Market Update for March 2017

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Throughout March, financial markets began to formally take notice of certain “gaps” that have developed across the political

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Monthly Market Update for February 2017

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Measures of US economic sentiment continued to gain strength, even as the pace of real activity has yet

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Potential Phone and Phishing Scams

As we are in tax season, we thought a good time to remind you to be aware of potential IRS phone and phishing scams. One of our employees recently received a phone call from someone claiming to be from the IRS, claiming that he owed the IRS money and demanding

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Monthly Market Update for January 2017

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Economic reports were mixed in January as a US Commerce Department report showed US economic growth slowed more

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