The markets have been volatile over the past couple of weeks. We are here to support your efforts to help clients maintain perspective and make sound decisions. We have included the below talking points to help explain the recent volatility and answer questions clients might have. What happened? Over the past week, equity markets have…
I hope you all had a great Thanksgiving with family and friends and time to be grateful for all that we have. One of the things we are so appreciative of is your business. We value our relationship with you, your families, and your businesses. We recognize that you have choices regarding financial planning firms,…
The markets have been volatile over the past couple of weeks. We are here to support your efforts to help clients maintain perspective and make sound decisions. We have included the below talking points to help explain the recent volatility and answer questions clients might have. What happened? Over the past week, equity markets…
We hope your summer is off to a great start. While the weather in the desert in May was spectacular, the 100 degree days are now upon us in June. Which means for all us Arizonans, planning a get a away to leave our hot weather and head to cooler climates is a must over…
I hope your 2019 is off to a great start. I know I am getting older when the first quarter is almost over, and I still remember Christmas as if it was yesterday. At the same time, I am getting tired of looking out my office window and seeing the beautiful “almost” spring weather we…
We have been providing market commentary for the last few months since the market decline in October. It is also important to report the positive headway made in January. The Dow Jones, made up of 30 stocks, reached its lowest point on Christmas Eve to close at 21,792.20. As of January 31, 2019, The Dow…