Perspectives
concept of business analysis, analytics, research, strategy statistic, planning, marketing, study of performance indicators. Investment in securities, smart investment, strategic management

Highly Appreciated Concentrated Stock Positions

Having a highly appreciated concentrated stock position is a blessing and a curse. Often this stock is a client’s largest ...
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2nd Quarter 2018 Market Review

The S&P 500 finished the quarter up 2.93%, fighting headwinds of threats of trade wars. While 2.93% is a slightly ...
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Businessman jump through the gap obstacles between hill to red flag and success. Running and jump over cliffs. Business risk and success concept.

Financial Freedom

It’s not often that I come upon an article online that I find interesting enough to share with clients. Today ...
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Businessman with umbrella walking in the knife rain concept inspiration business

9 Stock Market Clichés That Shouldn’t Be Gospel

There are all sorts of clichés or catch phrases in the financial industry to help investors understand the markets better ...
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Monitoring savings and investments concept or audit and budget monitor symbol as a piggy bank with electrodes attached as a banking or financial diagnosis economic metaphor

1st Quarter 2018 Review

The first quarter of 2018 is now in the history books. What will be remembered? What can we learn from ...
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Businessman stands choosing his way

Time to Sell or Buying Opportunity?

After stock prices peaked on January 26th, the S&P 500 has dropped from its all-time high of 2,872.87 to 2,581.88 ...
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US of America and China relations.

Trade Wars!?!?

President Trump imposed a 25% trade tariff on steel and a 10% trade tariff on aluminum, which are set to ...
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The concept of rational and irrational thinking of two people. Heads of two people with colourful shapes of abstract brain for concept of idea and teamwork.

Let Cooler Heads Prevail

Today’s price movement in the stock market was enough to rattle the most seasoned investor. Jeff Powell, CIO & Managing ...
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2018 New Year on the background of a colorful brushstroke oil or acrylic paint design element

Wow, What a Year!

2017 is now in the history books, and it will be remembered for many things, including record-low volatility, strong earnings, ...
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