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Market
Commentary

There's a lot to pay attention to in the financial press each day. Let us lead you through it by keeping you informed on current market conditions, economic data and portfolio management. You have options, too - you can listen to our commentary on your favorite podcast app, watch our videos on Youtube or read transcripts here on our website. Either way, subscribe to our newsletter so you don't miss anything. 
 

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Subscribe to our Newsletter for Market Commentary & Observations

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    • Feb 5, 2018

February 5, 2018 Market Commentary


Listen in here: https://goo.gl/JSSGTV


    • Nov 27, 2017

November 27, 2017 Market Commentary


Listen to our latest market commentary call here: https://goo.gl/tmVaun

This week we discuss the potential ramifications of proposed tax reform, the state of the energy market, real estate, and investment potential in the innovations currently happening in the electrical grid, artificial intelligence and robotics.

We also touch on an important topic regarding portfolio composition. Each of our clients' portfolios is custom-built to their needs, risk tolerance and investor profile. These variables are different for everyone, and a portfolio should reflect that.

As always, we welcome any questions or feedback regarding the content of this market commentary and/or anything else on your mind.



    • Sep 29, 2017

September 29, 2017 Market Commentary


Listen to our latest market commentary recording here: https://goo.gl/7mSz2Q.

This week we briefly covered topics including recent corporate earnings, interest in the electric grid, the likelihood of tax reform, and the real estate market.

As always, if you have any questions about anything mentioned in the recording you are encouraged to call or email us.


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