In our latest blog, we take a look back at the financial developments in the first two quarters of 2017. Join us as we dive into the key global news stories and the correlating shifts in the markets.
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“We may not know where we’re going, but we sure as heck ought to know where we stand” is an oft-uttered refrain from the legendary investor Howard Marks. In this blog, Michael Godwin, manager of portfolio strategy, walks us through Marks' six options for investing in a low-return world and also discusses economic growth, the “hated rally”, interest rates and more!
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The Client Experience
The term “The Client Experience” is a trendy phrase. You hear this phrase in all industries, such as coffee shops, car dealerships,…
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School Is In Session
School is back in session! No matter what age your child may be, it is never too early to start planning…
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Consensus Trades
No matter how logical the original prediction was, consensus trades often seem to end up being unprofitable. One has to ask, how can…
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The first thing my 9-year-old son does when he gets birthday or Christmas money is jump on Amazon or leaf through toy catalogues to see…
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Fragasso’s Portfolio Management Department is a team of seasoned professionals that establish allocation guidelines and provide asset class recommendations to help build our clients’…
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Social Security is typically thought of as a supplemental retirement income stream. It can be much more than that in times of critical need. A…
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How 3 Trump Policy Stances Have Resulted in Strong Market Performance
Have You Set Your Financial Goals for the New Year?
(Resolutions Don’t Work,…
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July
In July 2016, average global temperatures were the warmest on record for any month in the last hundred years or so. The previous record…
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The year began with a new focus, and an unfortunate focus on the country’s water supply. Residents of Flint, Michigan are furious that water from…
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A New Year’s resolution is a commitment that an individual makes to a project or the reforming of a habit, often a lifestyle change that…
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With the holidays just a few weeks away its time to think about the shopping season again. It’s hard to believe that we embarked on…
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“Too many investment options,” “underperformance,” “retail share class,” “inappropriate benchmarks.” This is just a sampling of claims made in a rash of lawsuits filed within…
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Don’t confuse the equity market rise with positive fundamentals from stocks. Since 2013 earnings for the S&P 500 have gone from $107.3 to $113.01 to…
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Many believe that they only need life insurance protection while they are raising a family. While it is prudent to have life insurance in place…
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