Merry Christmas 2018

Merry Christmas 2018

Sitting here early Christmas morning, thinking about yesterday and this month, wanted to write you a brief note. We had a rough day on Christmas Eve; the S&P 500 is now down 20% from its 52-week high. [i] Not from the beginning of the year, but from its high...
Buy Low, Sell High

Buy Low, Sell High

The markets did not react well to this week’s Federal Reserve meeting announcement and Fed Chair Jerome Powell’s press conference. The Fed raised overnight rates 0.25% to 2.25-2.50% and have now raised rates three times this year. Going forward they did cut...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.