by Lori Eason | Sep 16, 2016 | Quarterly Commentary
After more than a year of wild market swings, the third quarter ended up being the calmest we have seen in quite a while. The S&P 500 finished up roughly 3% this quarter and had less than half the volatility than the previous nine months. Most of the quarter’s...
by Lori Eason | Jul 26, 2016 | Quarterly Commentary
This month, the S&P 500 and Dow Industrial Average set all-time highs. And while the seems impressive, it’s also important to note that those two market averages are only 2% higher than they were over a year ago. More importantly is the fact that all of the big...
by Lori Eason | Jun 16, 2016 | Market Related
The British people just voted to leave the European Union. In response, global stocks are staging a huge sell-off. Similarly, U.S. Treasuries rallied as investors sought safety. The short-term market response to the vote seems universally negative, but does that mean...
by Lori Eason | May 16, 2016 | Financial Planning
I read a quote that caught my attention today: “If you don’t have an estate plan, the state you live in will give you one.” I’m sure you’ve all heard that the famous musician, Prince, passed away suddenly in April, and this is exactly what will happen to him. With an...
by Lori Eason | Apr 16, 2016 | Quarterly Commentary
If you had vacationed on a remote island for the first quarter of this year and hadn’t read the news, you’d be inclined to think it was a pretty boring three months. The majority of the major U.S. stock averages finished the quarter within two percentage points...
