Newsletter & Blog

Our latest research and news.

Third Quarter Review

The Immaculate Market The prior three months were a good time to be an investor. In fact, the prior eight-plus years have been a great time to be an investor. U.S. stocks advanced 4.5% in the last quarter, which, is really just more icing on the cake for indices that...

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Five Things to Watch in 2017

A new year has arrived, and much change is on the horizon. In this article, I will focus on what I feel are the five most important trends to follow in 2017. Tax Reform President Donald Trump has made it clear that he intends to target tax reform as one of his...

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What’s Driving Interest Rates?

The short answer is that the election results are, of course, affecting interest rates. However, recent movement in the interest rate markets also has a lot to do with the economy. Since our nation spoke on which leaders we would collectively prefer to see guide our...

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Three steps to a comfortable retirement

  A simple yet effective strategy. If you need help planning for your retirement, let us know! [contact-form][contact-field label='Name' type='name' required='1'/][contact-field label='Email' type='email' required='1'/][/contact-form] Shared via 10News Sarasota...

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