Entries by admin

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More Treats, Less Tricks

Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets reach new highs. Those new highs may be causing you to feel a bit wary, however, wondering if the […]

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Autumn is here, and there is a chill in the air

Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular—but normal— bouts of volatility as we progress through the fourth quarter. In its first […]

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Protecting Your Parents

By Rich Arzaga, CFP® A conversation with mom and dad about personal and financial matters is not easy for many families. But as parents get older, especially those in their 70s and 80s, we found with our clients that many parents appreciate the assistance of adult children. If this might be the case for you, […]

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U.S. Economic Fundamentals Remain Solid

The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately 1.8% in August as trade concerns pressured investor sentiment around the world. Impacts of U.S.–China trade tensions reverberated […]

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Summer 2019 Market Update

This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are hovering near record levels, while other asset classes like bonds and gold have also participated […]

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Technology to Protect Elderly from Financial Fraud

Financial technology companies start to cater to older people and their adult children Note from Cornerstone: The following article ran on wsj.com in May 2019. Working on the frontlines with elderly clients, adult children, and their advisors, the risks outlined are real. Challenges protecting elder wealth is not limited to predators. As clients get older, […]

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Midyear Outlook 2019

We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and market guidance through the end of 2019. LPL Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical […]

Happy Birthday, United States of America

Dear (FIRSTNAME), Happy Birthday, United States of America! As we celebrate our nation’s birthday, U.S. leadership on the world stage remains in focus. We received good news on the global trade front from the recent G20 Summit in Japan. President Trump and China’s President Xi agreed to a trade truce, clearing the way for the […]

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Tariff Tough-Talk White Paper

This follows our most recent message on the impact of tariff tough-talk to market volatility. If you are interested in a little more detail on what is at stake and a potential range of outcomes, JP Morgan Asset Management has authored a white paper that might hit the spot. White Paper: Tariff Talk by JP […]

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Trade Tensions and the Stock Market

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United States also proposed new tariffs on Mexico, further complicating the outlook for trade. […]