As the Tax Cut and Jobs Act nears it’s one year anniversary and we come towards the end of 2018, we would like to take the time to ensure all of our readers are implementing the right strategies to potentially
What Did We See? Markets around the world continued to diverge in the 3rd quarter of 2018. The US rallied to record highs while Emerging Markets and Asia (Ex-Japan) stumbled. Federal Reserve tightening and an impending yield curve inversion have a good
Just a quick update on what we’ll be discussing at the Sausalito Library on Thursday September 27, 2018 at 7PM. Please join us to learn about the top 5 things a broker won’t tell you. Questions are encouraged! We look
Asset markets tend to adhere to longer term relationships. Since the industrial revolution several of these cycles have stood the test of time. The primary cycle that drives most economic activity is the interest rate cycle. Interest rates determine if
What Did We See? Markets around the world diverged in the second quarter of 2018. The US fared relatively well while Emerging Markets and Asia have stumbled. Volatility and fear has increased around the world as trade rhetoric heats up.
Often times we are asked “Why should I work with you?” or “What am I paying for?” We think these are great questions and should be answered before anyone begins a conversation with us. Thus, we have compiled the below