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You’re serious about protecting and growing your wealth, and we’re serious about providing the guidance that helps you enjoy your success.

1st Quarter 2019 Market Update and Review

The global stock markets rebounded across the board in the first quarter of 2019. The improvements were a reflection that recessionary fears were overblown. On the global front, markets became more confident as China trade tensions abated. Domestically, the markets applauded the Fed’s decision to pause further rate increases for

4th Quarter 2018 Market Update and Review

The global stock markets in 2018 ended in a maelstrom of volatility. The markets declined significantly in the fourth quarter, this being the second major pullback of the year. This marks the first time in nine years that the S&P 500 posted a negative return for the year (-4.4%). Most developed markets

3rd Quarter 2018 Market Update and Review

The portfolios turned in positive results for the third quarter of 2018 as well as the last 12 months ending September 30th. The U.S. based asset classes did better than international, and the sectors were also positive. Domestic markets continued their climb due to strong GDP growth and low unemployment.

2nd Quarter 2018 Market Update and Review

The portfolios turned in positive results for the quarter and last 12 months ending June 30th.   Domestic asset classes did better than international, and the sectors were mostly positive with some stellar returns.

Historic Market Selloff

Check out what Bijan has to offer concerning the latest market sale off as he gives his perspective and insights on the biggest drop in the history of the Dow Jones.

2017 Annual – Market Update and Review

The U.S. markets did well in 2017, and international markets did even better as the world experienced a global recovery with little inflation. Asset Class Performance Over the Last Twelve Months: CASH • Yields on Cash Assets/Money Market Funds saw a noticeable increase in 2017. • Interest rates on short-term

The Equifax Breach – What You Should Do Now

Roughly 143 million individuals had their personal information hacked by an unprecedented data breach at Equifax from May to July of this year. According to Equifax, “the information accessed primarily includes names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. In addition, credit card numbers