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 […]