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- Market Minutes for the week of March 20th 03/24/17Market Minutes for the week of March 20th: “Always borrow money from a pessimist. He won’t expect it back.” – Oscar Wilde Where do we start? This week we have had these headlines: Every investigative body of government saying they see no signs of an illegal wiretap of Trump Tower by Obama. The FBI director confirming an investigation into Russian meddling in the 2016 election. A Washington Post article referring to potential criminal activity between a disgraced ex-leader of Ukraine and former Trump campaign aide Paul Manafort. Talk of not enough GOP votes to pass the GOP healthcare plan. Trump creates more enemies as he threatens Republican lawmakers with the loss of their seats if they don’t play ball on the repeal and replacement of Obamacare. The attachment of the controversial “Border Tax” to the wider tax reform legislation with the worry it will derail tax reform. This is not Read more...
- Blueprints: Three Simple Strategies to Achieve Your Goals 03/22/17What are your big ambitions in life? Do you have strategies in place to make them happen? The Blueprints process helps families with a special needs member improve their financial and legal lives so that they can create the best life possible for themselves and their loved one with a developmental or intellectual disability. The first two Building Blocks of the Blueprints planning process have you write down your dreams and goals and prioritize them. Through these Building Blocks, we recommend you find strategies to keep these goals present and alive in your daily life. There are a few strategies that I have used that worked well for me. Note cards. This is a simple strategy. Write down your most important goal on a notecard and review this card every day. Ideally, you look at the card as soon as you wake up, before you fill your head with all Read more...
- Market Minutes for the week of March 13th 03/17/17Market Minutes for the week of March 13th: “I’ve learned…That to ignore the facts does not change the facts.” — Andy Rooney Jim Cramer, commenting on the “slow growth economy” he keeps hearing about: “I tire of these boilerplate anti-empirical judgments. If you are saying these things, if you are mouthing them as if they are gospel because they have been gospel for so long, you have to wake up and start listening to the people I put on Mad Money. Hamid Moghadam, the CEO of Prologis, the giant developer of distribution centers, is doing everything he can to keep up with all the business he can … He’s putting buildings up as fast as he can because of e-commerce and the fact that e-commerce needs three times the space of regular commerce, because of all of those bulky boxes the stuff comes in … Nucor is the largest steel Read more...
- Market Minutes for the week of March 6th 03/10/17Market Minutes for the week of March 6th: “It took me seventeen years to get three thousand hits in baseball. I did it in one afternoon on the golf course.” – Hank Aaron (Hall of Famer and long-time home run king) Is the Trump rally over? Is it time to run for cover? These two questions are at the forefront of investors’ minds right now. While is seems clear that some of the Trump euphoria has evaporated, it is probably accurate to say that U.S. stocks are fully valued based on 4th quarter earnings. First quarter economic data so far has been mostly positive and supportive of these valuations. While I don’t foresee a nasty correction at this point, it appears more likely that the markets will move sideways for a while as the new administration gets used to Washington and the process of governing. For stocks to move meaningfully Read more...
When: April 04, 2017 4:00 PM Where: McKenzie's Chop House
Join Cascade Investment Advisor Jan Weiland for this empowering and educational gathering that helps women expand their financial literacy and enjoy a more active role in investing. The event is free, but registration is required.
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