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When we meet with a prospective client for the first time we have, what we call the “Is there a Fit” agenda. Many of you have heard of this and many of you have seen this agenda. This is a way for the prospective client to interview us and a way for us to interview… Read More
Remember the Clinton years? One crisis blending into another from alleged stealing to sex on the couch; fun, wasn’t it? Yep, the President of the U.S.A. So here we are and it’s Trump’s turn. Is it the same, are the two men the same, are the issues the same? No. but, the music is, and… Read More
Moms all over Gainesville (including me) are trying to figure out the best summer camps for their children for over the summer. Some need half-day, some need full-day and some need overnight. Thankfully, Gainesville has several fun and educational camps. Below are the day camps I hear the most about from parents and kids: Quinlan… Read More
The Semiconductor Index (.SOX) broke out to a new high this week. If semiconductor stocks are moving higher, we feel it is a good sign that the broad markets will also, potentially, continue to move higher. So, we will be watching to see if the S&P can also break out and stay new highs. … Read More
It’s The Walter Mitty race at Road Atlanta – the 40th running. It is one of the major historic car races of the year and represents an opportunity to be around cars and people who have written many of racing’s greatest chapters. At the start, I do not focus on winning. In fact, the first… Read More
I have to admit as many plans as I’ve done and college tuition costs I’ve estimated college expenses scare me, so in my mind I’ve already set some boundaries for Gabby when she starts college, but am I being fair? My boundaries are: No out-of-state college unless there’s a substantial scholarship being offered I’m not… Read More
Headline News: U.S. stock markets are set to open lower on Tuesday and the Dow is poised to post the worst first quarter in history. The Dow moved higher by 700 points on Monday as investors were encouraged by announced approaches to contain the pandemic. President Trump extended the social distancing timeline to April 30th,… Read More
Headline News: U.S. stock futures were set to open flat to start the week after a weekend where coronavirus cases continued to rise. Data out Johns Hopkins University showed more than 713,000 instances globally, and the U.S.A had the most cases with over 136,000. A 5% drop in crude prices is also weighing on trading… Read More
Headline News: S&P 500 futures are set to open lower on fears the coronavirus may continue to spread, and the U.S. may become the next global epicenter, according to the World Health Organization. Although the three-day rally has been impressive, there are still fears of how bad the epidemic will affect the economy. The United… Read More
Headline News: U.S. stock markets are set to open lower after the domestic jobless claim report came in at a record-breaking 3.28 million Thursday morning. The report adds to the ongoing fears of how bad the coronavirus will affect the U.S. economy. Traders are now expecting the volatility in markets to continue until there is… Read More
Headline News: Wall Street is set to open lower this morning over continued fears of the economic threat from the coronavirus. A $ 2trillion stimulus deal being passed soon helped the S&P 500 rally 9.4% on Tuesday, but traders worry that the agreement was already priced into the markets. Fears of continued spread of the… Read More
At our small practice, is our most cherished value. Each of us, Bobbie, John, Christina, and me*, have absolute faith in each other that our interests are not only aligned with that of our clients but also that they come first in everything we do. We also have faith that Americans and our innovators are… Read More
Headline News: The S&P 500 futures were up as much as 106 points to start the day due to a possible stimulus package being passed. Senator Schumer and Treasury Secretary Munuchin reportedly said a relief bill is close to being passed later today. Global markets were up as much as 2% to start the day… Read More
Headline News: U.S. stock futures are set to open higher to start the week after the Federal Reserve took historic steps to support U.S. households. The Fed announced they would now lend against student loans and credit card loans, and they will become a buyer of larger companies’ bonds. S&P 500 futures popped up over… Read More
We are well-prepared and here for you. Life is changing, faster than many of us can keep up with, but as our routines shift in an effort to protect those most vulnerable to the COVID-19 pandemic, we wanted to take a few moments to update you on how our office is changing, and, more important,… Read More
Headline News: Wall Street is set to open higher today after additional monetary measures were put in place to try and calm investor sentiment. Even more, policies are expected soon, including a $1 trillion package, which would include direct financial help for Americans. A Reuters poll of economist showed the global economy already in a… Read More
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