Last week on March 1, 2017, the Dow Jones Industrial Average (DJIA) crested 21,000 points on its index—yet another all-time-high. Since President Trump won the election on November 8, 2016, this same index is up more than 15%. And since last year’s scary start where this index bottomed out at 15,973 on February 12, 2016, […]
We’re at all time stock market highs!! Why isn’t my phone ringing? Read More »
The holiday season is once again upon us! We all have our rituals this time of year. Some of yours may be traveling to another state to enjoy a holiday meal with loved ones, hunting for deals the day after Thanksgiving, attending a local production of the Nutcracker, or waking just in time to watch
‘Tis the Season to…Gift? Read More »
Last month, Wells Fargo made the front page for opening illegitimate bank accounts for millions of customers without their knowledge. Earlier this month, Morgan Stanley also made headline news and was charged with ‘dishonest and unethical conduct’ for running unethical cross-selling strategies to open customer accounts and target loans to wealthy clients.* In both of
Banks and Financial Institutions Break Trust Read More »
“The Millennial Generation” However a name identifies an entire generation or population of people, there are several irrefutable truths associated with the term ‘millennial.’ These truths are validated by report after report, and statistic after statistic…and provide insight into why, how, when, where, and what millennials act, do, and say. Millennials are: Highly educated Incredibly
Millenials Need Financial Planning Read More »
