Market Update 2/28

Posted by Jeff Thomas on February 28, 2020


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2/24 Market Update

Posted by Jeff Thomas on February 24, 2020

Stocks sold off today, as the Coronavirus spread globally.  The S&P 500 fell 3.27%, with the other two major U.S. indexes both solidly in the red for the day.

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Being on the Right Side of History

Posted by Jeff Thomas on February 7, 2020

The wealth management industry is having a reckoning right now.  The broker-dealer’s conflicts of interest are now obvious.  Consumers are demanding transparency.  However, the largest industry players continue to lobby to muddy the waters of disclosure.

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To the Young, Variable Income Earners...

Posted by Conner Combs on February 6, 2020

I married a variable income earner and we moved to New York City. I could not be happier, but there have been some challenges, especially in the area of planning for our financial future. My wife owns her own business doing a variety of jobs from speaking across the...

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January 2020 Market Commentary

Posted by Ethan Pollard on February 4, 2020

The new year got off to a somewhat rocky start, as the effects of the Wuhan coronavirus outbreak continue to make their way through financial markets. As of this writing, there have been over twenty thousand confirmed cases and 426 deaths, with comparisons being...

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