Economic and Market Outlook from Mark Blair

The Tide May Be Turning – A Decline in Equity Prices May Be Ahead The financial markets appear to have reached an inflection point and may head noticeably lower in the coming weeks or months. The markets have mostly advanced since the election. The prospect of profound changes to U.S. tax, trade, regulatory and trade […]

Use Your Tax Refund To Grow Your Nest Egg

According to the Internal Revenue Service, the average tax refund for 2015 was $3,120. It is forecasted that the average tax refund will be even higher for 2016.1 Continual increases in tax refund amounts indicates that many individuals are paying the government money that they could have benefited from throughout the year if their finances […]

Make the Move

Now is an even better time to become our client. Charles Schwab & Co. Inc., (“Schwab”) with whom we custody our clients’ assets, has announced a limited-time trading promotion for new-to-Schwab clients. Eligible accounts opened by December 31, 2016 will receive commission-free equity and ETF trades for 12 months, so these trades we make as […]