Waiting in Vain

Waiting in Vain

  Brad M. Weafer, CFA, Chief Investment Officer  Sentiment Data Suggest Investors are Pessimistic, a Good Sign for U.S. Equity Investors “…be fearful when others are greedy and greedy only others are fearful.” – Warren Buffet Famous investor...
Tax Reform 2017 Highlights

Tax Reform 2017 Highlights

  Alisa Kim O’Neil, JD, CTFA, Director of Estate & Financial Planning “The Unified Framework for Fixing Our Broken Tax Code” was unveiled on September 27, 2017 by the GOP leadership. The highlights of the GOP’s proposals are as follows:  ...