What Did We See? U.S. Large Cap stocks, or the S&P 500 index, were flat in January. The developed markets of Japan, Europe and the UK were all down from about 1% to 3%. Emerging Markets and Asia (Ex-Japan) were

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, surged more than 28% in 2019 and almost double digits in Q4. The developed markets of Japan, Europe and the UK were all up over about 18%.

As we come towards the end of 2019, we would like to take the time to ensure all of our readers are implementing the right strategies to reduce their tax bill or avoid penalties. As always, please consult with your

What Did We See? The US equity markets rallied quietly with most global markets again in November. Recession concerns have quickly turned into re-acceleration expectations. The US consumer remains healthy and on track to buoy our economy. The trade war

Marc Lieberman, CFA, of Shorepine Wealth Management spoke with Pam Krueger, creator and co-host of MoneyTrack on PBS, at the Advisor Thought Leader Summit held August 12 & 13, 2019 at Rockhurst University in Kansas City. Listen in as Marc

What Did We See? The US equity markets rallied with most of the rest of the world in October. Recession concerns have now morphed into a “slowdown watch”. The ongoing trade war has started to possibly cool as a minor

[sonaar_audioplayer albums=”1549″][/sonaar_audioplayer] What Did We See? Global markets declined in August only to rebound nicely in early September. The major markets of Japan, Europe, the UK and the U.S, were able to eek out minor gains for the quarter. Emerging

There are many different ways that people pay for and receive advice around their retirement planning, estate planning and investments. Over time, the financial industry has invented many different models of how best to deliver this advice. However, some of

[sonaar_audioplayer albums=”1409″][/sonaar_audioplayer] What Did We See? The US equity markets lost ground in August. Recession concerns have now reached a media induced fever pitch. The ongoing trade tariff war has started to effect global economies in a meaningful way. Global

[sonaar_audioplayer albums=”1377″][/sonaar_audioplayer] What Did We See? The US equity markets rallied again in July. The Federal Reserve stepped in with a shift towards cutting rates and followed through with a 0.25% interest rate cut. The temperament of the markets have