What's New in Our Blog
- Market Minutes for the week of November 28th 12/02/16Market Minutes for the week of November 28th: “Uncertainty is the only certainty there is, and knowing how to live with insecurity is the only security.” ̶̶̶ John Allen Paulos The results of the election caught the entire financial world off sides and leaning the wrong way. The repositioning and reallocating financial assets to hopefully benefit from a “new world of growth” has pushed the U.S. stock market indexes to record highs nearly every day since the election. On the other side of the “Trump Trade,” the fear over higher inflation from the “new world of growth” has caused the yield on the 10-year Treasury note to rise by nearly 0.53% to 2.44% thus producing nearly $1.7 trillion of paper losses for government, corporate and municipal bonds. In other words, in a post-election balanced portfolio, U.S. stocks have given, international stocks have done nothing and bonds have brutally taken away. Read more...
- Market Minutes for the week of November 14th 11/18/16Market Minutes for the week of November 14th: “What’s clear to the broad consensus of investors is almost always wrong. First, most people don’t understand the process through which something comes to have outstanding money-making potential. And second, the very coalescing of popular opinion behind an investment tends to eliminate its profit potential.” – Howard Marks What does the aftermath of the election earthquake look like? Blaine Rollins of 361 Capital: “In a surprise to every investor, we have been presented with an entirely new set of tea leaves to look at. A more predictable, low economic growth set of data has been replaced with a less certain, aggressive set of numbers. Whether you believe that the new scenario will work out doesn’t matter to the markets. A Hillary/Gridlock government was so heavily bet that the markets will now have to adjust to the RRR that just won Washington D.C. Read more...
- Blueprints: Starting To Design – this list is for you 11/14/16Last month, I hosted a workshop focused on the second and third steps of my Blueprints process of financial planning for families with a special needs member. “Starting to Design” is the second Building Block and provides the basis for an exhilarating workshop as participants write out their dreams and goals. The design process starts with writing out hopes, dreams and goals on a sheet of paper called a DreamList. This DreamList contains anything and everything you want out of life – without any limitations. For those of you who have not been able to attend this workshop, take out a blank piece of paper and start writing down what you want to have, feel and do. For some, these goals look like things – a new car, a fast boat, a new wedding and engagement ring set, a home, a gym set or a large screen TV. Many people Read more...
- Market Minutes for the week of November 7th 11/11/16Market Minutes for the week of November 7th: “Experience is something you don’t get until just after you need it.” – Steven Wright Marcus Nadler was a great thinker at the Federal Reserve during the Great Depression, one of our country’s gloomier “stress tests”. At a time with so much despair and with many Americans giving up on democracy and market capitalism, Nadler presented four arguments: First he said, “You are right if you bet that the U.S. economy will continue to expand. Second, “You are wrong if you bet that it is going to stand still or collapse.” Third, “You are wrong if you bet that one element of our society is going to ruin or wreck the country.” Fourth, “You are right if you bet that leaders in business, labor and government are sane, reasonably well informed and decent people who can be counted on to find common Read more...
When: December 20, 2016 5:30 PM Where: Cheyenne Village
“Eliminating Debt Forever/Financial Stability” - An effective Special Needs Trust can't happen if you are saddled with debt. This workshop gives you the tools to get out of debt and stay out of debt. The workshop is free but registration is required.
It is Our Mission to protect and enhance our client's financial well-being. It is Our Tradition to build a bright, highly professional team that is dedicated to sound financial judgment, strong family values and the ability to daily care for our clients, our staff, our families, and our community.