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

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 Markets and

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

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 markets were

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 shifted to

What Did We See? The US equity markets experienced some heightened volatility through the second quarter. After sinking through most of May, the market rebounded nicely to achieve new all time highs in June. The Federal Reserve made a rather

What Did We See? The US equity markets abruptly declined in May. Tariffs, inverted yield curves and seasonality can be blamed. The temperament of the markets have now shifted to the negative. Global markets were negative with Asia and Emerging