Unemployment is low, the stock market is at all-time highs, there are signs of wage growth, and investors have more money in their accounts. With Trump taking credit for these positives, many American’s are left to wonder what he has done to create this economy and what will happen next.
2016 began with the largest decline to start a year in the history of the U.S. stock market followed by Brexit and a toxic election to sky rocket through the end of the year. While the media focuses on domestic stocks, many other asset classes including international developed stocks, bonds,
The craft of being a wealth management advisor brings together a potpourri of skills necessary to succeed. A wealth manager has to be analytical, yet posses the communication skills to express complicated concepts while being empathetic to clients feelings. There also must be an understanding that investors may act different
This is the latest article written by Kevin McNab published in ColoradoBiz Magazine. Many investors are going to be surprised when they see a decrease in their bond funds. This article touches on why a bond fund will decrease in value and some of the alternative assets classes if an
There are three things that are guaranteed in life – taxes, death, and stock market volatility. Keeping perspective with almost everything in life is important. It is extremely important when emotions come into play. Emotions tend to run high with kids, the purchase of real estate, and money (among other
This is the most recent article published in ColoradoBiz Magazine written by our president, Kevin McNab. Many of our clients receive their information about the markets from the news media who have a direct interest in making stories compelling. While a compelling story drives interest and fear, it can be
One of our goals is to bring value to our clients and the public by sharing what we know about wealth management and investing. A week does not pass when a new client comes in with a mess of funds with no purpose surrounded by high fees. Each time this