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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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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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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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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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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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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