After 16 years as a High Net Worth Private Banker I opened my firm in 2011 to create an unbiased and client-centered wealth management firm. As an independent advisor I can now solely focus on helping clients define and pursue their unique goals. Read More
Balanced Money | Balanced Life
and the survey says… September! The Wall Street Journal has been out on the street asking economists when they think the Federal Reserve is likely to begin increasing the Fed funds rate. Unlike Jay Leno’s interviews with average people on the street, not one economist asked, “What’s the Fed funds rate?” Although a few diehard […]
When a government has a lot of debt, is it better to implement an austerity plan and pay the debt down? Or, take advantage of low interest rates and invest in the country? Since the financial crisis, countries around the world have racked up a lot of debt through stimulus programs, financial bailouts, and other […]
When will the Federal Reserve begin to raise the federal funds rate? It’s a question that may affect U.S. markets more than any other during 2015. Last fall, Chicago Fed President Charles Evans noted: “…Monetary policy does not presently face a conflict in goals; actions that support employment growth also help move inflation up toward […]
A manufacturing renaissance in america… really? In the 1950s, manufacturing accounted for 30 percent of America’s gross domestic product (GDP), which is the value of all goods and services produced in the United States. Today, it comprises about 12 percent of GDP. That’s a big change and it was accompanied by a big shift […]
The Old World focus was on beating “the market” through finding mispriced securities and actively trading them. Wall Street and associated insiders had information and technology advantages that allowed them to leverage their scale and talent.
At this year’s halfway point, we are pleased to offer the LPL Financial Research 2014 Mid-Year Outlook: Investor’s Almanac Field Notes containing key observations and updates to our outlook for 2014. For a free copy sign up for my newsletter and I’ll have it sent over.