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Stock Market, Financial Planning, Investor Behavior, Cyber Security...

Whether it’s ideas from the industry or emerging trends, you can read about it here. 

 

Friday, June 9, 2017

Macro Overview - June 2017 Political turmoil was not able to derail market momentum in May as the three major market indices continued on their upward trajectory. Delayed passage of stimulus driven legislation is reducing inflation...

 

Friday, May 5, 2017

Macro Overview – May 2017 Fiscal policy has taken center stage as President Trump’s tax proposals will begin a drawn out process for legislative approval. Individuals, small businesses, and large corporations are expected...

 

Friday, April 21, 2017

Friend or Foe There are a lot of Facebook hackers out there right now and the most common one going around is by friend request. What is happening is the hackers are getting into your friend list and creating new profiles with your...

 

Monday, April 10, 2017

Macro Overview – April 2017 Equity markets advanced during the first quarter as improving economic data supported gradually rising earnings. A steady and predictable path of anticipated rate increases this year by the Federal...

 

Tuesday, March 14, 2017

Macro Overview Equity indices had their longest streak of record closes since January 1987, with the Dow Jones Industrial Average reaching 21,000, its second milestone in less than 30 days after reaching 20,000. It took the Dow only 24...

 

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Tuesday, February 7, 2017

Macro Overview – February 2017 A change in sentiment was prevalent throughout the markets as new rules and regulatory reversals began to take effect. Volatility rose as markets tried to discern President Trump’s policies....

 

Friday, January 13, 2017

Macro Overview / Year In Review A year-end equity rally induced by a Trump victory lost momentum towards the end of December as doubts surfaced regarding Trump’s success in garnering support for his proposals from both...

 

Tuesday, December 6, 2016

Macro Overview A monumental shift occurred in November as consumer sentiment, interest rates, and equity markets all increased with growth expectations settling in. Infrastructure spending, manufacturing, a friendlier regulatory...

 

Wednesday, November 30, 2016

As the year ends, financial conversations start focusing a bit more on tax strategies than other financial planning and portfolio topics, sometimes to the detriment of long term objectives. Tax Loss Harvesting is the classic year-end...

 

Tuesday, November 8, 2016

Macro Overview Pre-election jitters led to market stagnation as equities struggled through October. With this extraordinary political year coming to a close, the results of the election will carry over to 2017 as markets digest new...

 

Friday, October 21, 2016

I’m going to retire in the next few years, what should I be doing now to make sure I’m ready?

 

Monday, October 10, 2016

A tightening of presidential polls added to market ambivalence as uncertainty regarding what fiscal and regulatory policy changes might affect the economy and markets. The outcome of the U.S. elections is considered by...

 

Thursday, September 15, 2016

SDW Newsletter - September 2016

 

Wednesday, September 7, 2016

Limited Investment Options – Annuities, by-and-large, have very few investment options. Most annuities have between 25-50 different investment options and are often proprietary to the company selling you the annuity. Still, it...

 

Monday, August 22, 2016

MNvest! It's here! The legislation creating equity crowdsourcing has arrived, Minnesota, and the concept sounds appealing: “The democratization of investment". It’s about time!

 

Friday, August 12, 2016

SDW Newsletter - August 2016

 

Wednesday, August 3, 2016

Certified Financial Planner Board of Standards Inc.owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and...

 

Tuesday, July 26, 2016

You meet with an advisor that states they are Fee-Based, another says they are Fee-Only. Is there a difference? While the terms are similar, the key difference is in how your advisor is compensated and how that impacts the...

 

Tuesday, July 19, 2016

SDW Newsletter - July 2016

 

Tuesday, June 28, 2016

Fidelity's Director of Global Macro, Jurrian Timmer, has published a great article outlining how the recent Brexit vote may affect investor portfolios. Brexit: Investing Implications

 

Sunday, June 26, 2016

Everyone is engaged in discussions about how Brexit will affect everything from the global economy, to the U.S. presidential elections, to their investments. But what is Brexit anyway? The New York Times has your answer. Brexit,...

 

Tuesday, June 21, 2016

SDW Newsletter - June 2016

 

Tuesday, May 17, 2016

SDW Newsletter - May 2016

 

Tuesday, May 10, 2016

The SEC has issued an Investor Alert regarding Identity Theft and Data Breaches. It's good to review these tips frequently to remember how to keep your electronic identity safe. Investor Alert: Identity Theft, Data Breaches and Your...