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Focus on Fundamentals, Not Fake News

U.S. Economic Data Suggest Continued Growth in 2017 Since the election, the media has focused on our new President. The potential boost to economic growth of a pro-growth policy agenda centered on tax cuts and fiscal stimulus has helped propel equity markets to new...

All I Want for Christmas

Our Wish List for the Coming Year The new year is fast approaching and we are getting ready to close the books on an eventful 2016. And what a year it was! RECAP OF 2016 The year started with a thud as global equity markets declined precipitously on recession fears in...

Bond Market: Rates Rise & Prices Decline

Interest rates have been in a secular decline for 35 years. November 2016 signals the low in yields and is depicted in the 10-Year Constant Maturity graph in Figure 1. The chart below depicts this decline since 1980. For those who may not remember, Paul Volker was...

Initial Reaction to the Election

This morning we woke to the stunning news that Donald Trump upset Hillary Clinton in the Presidential election. Polling data heading into Tuesday strongly suggested a Clinton victory, and capital markets are reacting to the surprise Trump victory globally and across...

Risky Business

Low interest rates and concurrent high prices in fixed income markets present investors with very difficult choices. We have written numerous pieces over the last year commenting on the extended valuations in the U.S. equity market.  More importantly, though, low...

Becoming a Florida Resident

Florida has warm weather and no state income or estate tax. It is not surprising that many people choose to relocate to Florida when they retire. You may be surprised to learn that merely spending more than six months in Florida is not enough to change your residency...

Are Your Advisors Working As A Team?

Everyone knows that teamwork can be the secret to success. Whether you are in the workplace or on a sports team, people working together can usually achieve more than an individual working alone. It makes sense that the same is true for your personal estate and...

Top Five Reasons You Need A Will

No one likes to think about death or taxes. Unfortunately, as the saying goes, they are both inevitable.If you die without a will, however, you risk leaving your family to make some difficult decisions at a time when they are grieving the loss of a loved one. Every...

When Yield Pigs Fly

Sticking to Growth in Future Income is the Preferred Approach Over Reaching for Current Income Inauspicious headlines were made overseas in early June when German ten-year government bond yields fell below the once unthinkable zero percent level. Following the British...

Trouble Ahead, Trouble Behind

Investor pessimism is a positive sign for equity markets Inflection points in markets usually occur when sentiment reaches an extreme. The times when the consensus is pessimistic and afraid, are most often the best times to invest. Conversely, when the majority of...

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