Wow! Look at what we have gone through for the first half of 2020. Economically and socially, we’ve seen one of the biggest roller coaster rides in modern history. These certainly aren’t easy times. I’ve had lots of phone conversations and Zoom videoconferences with my clients. Frankly, I’m impressed with their resilience throughout these volatile […]
The passage of the CARES legislation is a positive for Americans. It’s a massive, coordinated, financial backstop from the federal government that should help provide relief and relatively solid economic footing.
Under the new state of California order, financial institutions are considered “essential businesses” and not required to shut down their operations or close to the public. Thus, … We will continue to hold down the fort in our office. Even if the state or federal government were to issue new orders, you should always be […]
Like many of you, Bianca and I are attempting to find a balance between taking prudent safety precautions and still living our lives. Thanks for your concern We are healthy, our family is healthy. Those visiting our office will notice an increase in strategically placed hand sanitizers, but otherwise it’s still business as usual. I’ve […]
Fears surrounding the spread of a novel coronavirus and its resulting disease, COVID-19, have caused significant market volatility. The S&P 500 Index* is down by double-digit amounts since last fall. And, uncertainty about COVID-19 containment continues. Let’s consider some facts. At the time of this writing, global infections exceeded 118,000, leading to 4,262 deaths, according […]
A SPECIAL MESSAGE I am excited to announce that starting today, June 17, 2019, I have become a member of the LPL Financial family, the number one independent broker/dealer in America*. I will provide you with more detailed information individually, but please rest assured that this new affiliation is an improvement and will positively impact […]
SPECIAL BULLETIN The stock market is always ripe for drama. Last week, the Dow Jones Industrial Average* dropped 127 points on Monday. It sank 500 points early on Tuesday, due to some companies reporting gloomy results, but closed the day down only 126 points. “The market is fragile,” an investment manager told CNN. “But we’re […]
The past several weeks have seen an increase in the volatility of global stock prices. Even our clients, who are usually very thick-skinned when it comes to stock prices jumping around, have had questions. “What’s going on with the stock market? Should I pull money out now? Should I be worried?” are questions we’ve been […]
Who is Equifax, and why are they in the news? Equifax is one of the leading consumer credit reporting agencies. Earlier this month, they announced a major loss of data. Hackers gaining access to Equifax data have left 143 million consumers vulnerable to identify theft and credit fraud. It’s hard to believe, but with this […]
My new partner, Adam Hartrum, and his wife, Bianca, join the firm The next time you come in the doors of Asset Strategies, you’ll have more smiling faces to greet you — and a greater depth of experience to care for your wealth management needs. That’s because Adam Hartrum has joined our firm. Please join […]