Now It’s Oil

Now It’s Oil

Last week OPEC talks broke down when Russia refused to agree to proposed production cuts.  As we have been saying in our recent letters, the coronavirus slowdown has reduced demand for oil and caused the price to decline.  It just got worse. Over the weekend, Saudi...
Hecho en Mexico.  Porque no?

Hecho en Mexico. Porque no?

As the sun comes up on another exciting day, European markets are up and US futures are up even more, after the Fed rate cut and down market yesterday, Monday’s huge rally, and last week’s rapid decline.  Meanwhile, the 10-year Treasury is yielding well under 1%¹, a...
The Chinese Connection

The Chinese Connection

Asia is complicated. You might have noticed. China is in the headlines a lot lately, for good reason. But anyone who views the current set of issues as short-term and requiring the usual “kick the can” treatment is missing a lot. We have been “kicking the can down the...
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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.

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