Blog

2018 2nd Quarter Report: When Will the Party End?

2018 2nd Quarter Report: When Will the Party End?

The U.S. equity markets suffered a small setback in the first quarter, but the second quarter brought us back into positive territory. The Wilshire 5000 Total Market Index—the broadest measure of U.S. stocks—finished the quarter up 3.83% and is now in positive...

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How to Be a Fearless Girl

How to Be a Fearless Girl

By: Jessica Engebretsen, CFP® You may (or may not) know that, for the last year, Kristen Visbal’s statue Fearless Girl has been facing down the famous Charging Bull statue of Wall Street. While she has certainly created her share of controversies, the depiction of a...

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Are We Making Progress?

Are We Making Progress?

Do you believe the world is a better place than it was 10 years ago? 50, 100, 200 years ago?  Has the quality of human life been steadily improving or is it possible that have we begun to regress? A recent global survey of more than 18,000 adults across nine countries...

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A Moment of Weakness in a Year of Strength?

A Moment of Weakness in a Year of Strength?

Is the bull market finally over? For the first time in nine calendar quarters, the U.S. investment markets delivered a negative overall return. It was only a slight decline, but the decline reminds us that markets can and do go down from time to time. After starting...

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2018 Tax Reform: What Will It Mean For Me?

2018 Tax Reform: What Will It Mean For Me?

By: Alex Bastron As you are undoubtedly aware, Congress voted for sweeping tax reform at the end of 2017.  By now, those tax cuts have been reflected in the stock market via an additional run-up in stock prices and in employee take-home pay.  While it is still very...

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Perspective on Current Market Events

Perspective on Current Market Events

It looks like the U.S. stock market will finally get something that happens, on average, about once a year: a 10+% percent drop—the definition of a market correction. One of the more memorable times this happened was a whopper—the Great Recession drop that caused U.S....

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2017 Year-End Report: Are the Rapids Coming?

2017 Year-End Report: Are the Rapids Coming?

The bull market continued for another year, causing market indices to soar to new heights over and over again and—ominously—also pushing valuations further beyond the long-term averages. A breakdown shows that just about everything gained in 2017. The Wilshire 5000...

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Cryptocurrency Craze

Cryptocurrency Craze

By:  Kirk Licata, CFP® Bitcoin and other cryptocurrencies have officially become popular topics of conversation on Main Street, but will these currencies have a place on Wall Street? In the last few months, clients, family, and friends have increasingly been asking...

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The Path to Retirement: Savings > Returns

The Path to Retirement: Savings > Returns

by Mike McKay and Clete Miller, LongView Wealth Management Advisers analyze markets and make assumptions in order to forecast how much savings are required now to successfully meet retirement goals later. People are living longer, causing an obvious increase in the...

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2017 Third Quarter Report: Don’t Bail Out Now!

2017 Third Quarter Report: Don’t Bail Out Now!

The last few years of a bull market are always a bit of a mystery to professional investors.  The market rises faster than it did in the early, cautious years when nobody believed there WAS a bull market, even though there appear to be fewer fundamental or economic...

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