David McGrath Associate Managing Director, Wealth Management With the month of August now in the books, the stock market continues to defy expectations. The S&P 500 showed a return in August of 7.01%, the best…
Category: Musings & Insights
Written By: Sam Clement Portfolio Manager, Wealth Management One of the biggest, and strangest, stories in the news has been negative oil prices. By negative, I mean literally negative, as in less than $0/barrel. With…
David McGrath Associate Managing Director, Wealth Management A significant medical advancement in the fight against COVID-19 is crucial for the effective reopening of the US economy. Over the last several days, reports surrounding Gilead’s experimental…
Cyber Fraud in the Time of COVID-19 by Trent Green Ahh….Spring 2020, warming temperatures, fragrant Spring breezes, the flowering of that most iconic of southern plants, the azalea, and COVID-19. Wait what??? Last year at this…
In response to a rumor about his death, Mark Twain was supposed to have said: “Reports of my death have been greatly exaggerated.” In fact, the actual quote was: “The report of my death was an…
A new year means new tax laws, and this year is no exception. On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law resulting in many significant changes…
When it comes to their portfolio’s investors hate to take losses. But sometimes a loss could be just what the CPA ordered. As we wrap up another strong year in the stock market many people are…
The Bureau of Economic Analysis released its ‘first stab’ at calculating 3Q 2019 GDP (Gross Domestic Product) this morning (10/30/2019). It estimates/estimated the US economy grew at a 1.9% annualized rate last quarter. This was slightly…
Chief Economist, John Norris, answers the most commonly asked questions. Dear John, What is the biggest threat to your economic forecast and investment strategy moving forward into 2020? First things first, the Federal Reserve is almost…
Chief Economist, John Norris, answers the most commonly asked questions. Dear John, As the Presidential campaign has been heating up, it seems income inequality will be a major topic moving forward. We have all heard the…