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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 futures are lower as investors prepare for the start of the first-quarter earnings season. S&P 500 earnings are expected to rise by 25% from a year ago, according to Refinitive IBES data and the most significant quarterly gain since 2018. Later this week, U.S. consumer price data will be released and… Read More
Headline News: U.S. stock futures are lower as investors appear to be taking gains after a two-day rally. Also, the start of the first-quarter earnings season could have investors in a wait-and-see mode. The progress of President Biden’s new infrastructure proposal will also be closely watched. Later today, the U.S job openings report will be… Read More
Headline News: U.S. stock futures are higher after the most robust job growth in seven months was released last Friday. The U.S. nonfarm payrolls came in at 916,000 for March, and February was revised upward to 468,000. The unemployment rate fell to 6% from 6.2%. Investors will now be watching future economic reports to confirm… Read More
Planned for October 2021 with more details to come.
Headline News: U.S. stock futures are lower after a spike in bond yields has investors fearful of future inflation. The 10 year Treasury spiked up six basis points to a yield of 1.77%, the highest level in 14 months. Encouraging news on vaccine rollouts and expected infrastructure spending raised economic recovery expectations. The prospect… Read More
Headline News: The S&P futures are lower after a major hedge fund defaulted on margin calls. The news has created fears that U.S. lenders could also be in jeopardy of default on similar positions. Also, the news could have large institutions selling positions early to avoid potential losses in the future if the selling continues.… Read More
Headline News: Wall Street is set for a higher open today as investors were bullish on hopes of the fastest economic recovery since 1984. The Federal Reserve announced that banks could resume stock buybacks and raise dividends by the end of June. The news was seen as bullish because the restrictions were put in place… Read More
Headline News: U.S. stock futures are flat, and bond yields are lower to start the week. The 10- Treasury yield moved five basis points lower to 1.68% in pre-market trading, easing some higher inflation concerns. The tech-heavy Nasdaq looks set to open higher but is still 6% lower off the 2/12/21 record closing high. Investors… Read More
One of the most consequential budget items retirees will have to contend with during retirement is the seemingly, ever-increasing medical costs. But how do people prepare for the rising medical expenses that they are likely to incur during retirement? As an Example, Year-over-year medical costs have increased anywhere from 2%-8%. That is where a Health… Read More
Headline News: Wall Street is set for a lower open as bond yields moved to a 14-month high. The U.S. 10-year Treasury traded at 1.75% in pre-market trading, causing fears of a rapid inflation increase. However, the Federal Reserve pledged to accept higher inflation while keeping monetary policy accommodative through 2023. Inflation is expected to… Read More
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