This strategy is only available for people who have an HSA-eligible health care plans, known as a High Deductible Health Plan (HDHP). If you’re not sure, it’s best to consult your employer’s benefits administrator or insurance company to find out. If you don’t have a HDHP, you can probably skip this article. You can ...
In a turn from last week’s positioning, Treasury Secretary Steven Mnuchin sent an invitation to China to talk trade last week. The offer was accepted and the market reacted positively. After selling off dramatically year to date, several Chinese stocks included in the Emerging Markets index bounced significantly on the news pushing the index up ...
Facebook COO Sherly Sandberg and Twitter CEO Jack Dorsey met with the Senate Intelligence Committee last week regarding election interference and propaganda which shook the tech sector. The NASDAQ has led all major indices year to date and investors should be careful of over-concentration. Remember that the top 4 holdings of the S&P 500 index ...
8/27/18 The S&P 500 hits a milestone last week as the longest bull market ever. https://www.reuters.com/article/us-usa-stocks-bullrun/sp-500-bull-market-now-arguably-the-oldest-ever-idUSKCN1L718W President Trump announces new trade deal with Mexico, which the market likes. Canada is next on the agenda. http://www.foxnews.com/politics/2018/08/27/trump-announces-trade-agreement-between-us-and-mexico-that-could-overhaul-nafta.html
Markets fall on Friday as relations with Turkey falter. https://www.reuters.com/article/us-turkey-currency/turkish-lira-crashes-to-record-low-on-worries-over-economy-u-s-row-idUSKBN1KV1C3 Inflation bounced in July by the highest amount since September of 2008, making real wage growth negligible. https://www.bloomberg.com/news/articles/2018-08-10/u-s-consumer-prices-rise-in-july-annual-core-tops-forecast
The US auto industry is benefiting nicely from the robust US economy. Consumer confidence in July as measured by the conference board is at or near a record high. Second quarter GPD hit 4.1%, the highest level in nearly 3 years, and the June ISM purchasing manager survey continues to indicate expansion coming in at ...
Second quarter earnings are winding down with technology giants Microsoft, Apple and Google all rolling out strong numbers. Facebook and Netflix both reported results below Wall Street expectations and their respective stocks took a hit. Facebook and Neflix stocks were, in my opinion ahead of themselves. Financial stocks reported surprisingly good numbers when they reported ...
The Federal Reserve left the Fed Funds rate unchanged at 1.75-2% after the FOMC meeting last week. Economic growth and a strong job market paired with inflation running at the Fed’s target of 2%. https://www.reuters.com/article/us-usa-fed/fed-leaves-rates-unchanged-stays-on-course-for-september-hike-idUSKBN1KM5UA Apple becomes the first in the race to a $1Trillion valuation. https://www.bloomberg.com/news/articles/2018-08-02/apple-becomes-first-u-s-company-to-hit-1-trillion-market-value
Almost every major car manufacturer has plans to produce at least one fully electric or hybrid vehicle by 2023, and most plan to have several hybrid or electric models available. Below is a list of manufactures and their related electric vehicle plans. Tesla is the market leader in battery and electric vehicle technology, but the ...
Housing market looks to be cooling off, but supply/demand, strong economy, and a healthy labor market could indicate a stabilizing trend vs. a collapse. https://www.bloomberg.com/news/articles/2018-07-26/american-housing-market-is-showing-signs-of-running-out-of-steam 2nd Quarter GDP numbers were released Friday at a strong 4.1%. https://finance.yahoo.com/news/u-second-quarter-gdp-growth-153000515.html Facebook Stock Falls over 20%, following Q2 revenue and user growth miss, lower forecast. FAANG stocks fell in ...
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about the authors
is a Managing Director, Partner at HighTower Bellevue.
Lars founded Triad Wealth Stewardship, now known as HighTower Bellevue, to deliver a personalized, custom approach to financial planning and family wealth stewardship to clients. He leads the team with over 30 years of experience.
is a Managing Director, Partner at HighTower Bellevue.
Dan brings over two decades of knowledge in equity markets, manager research and selection, as well as portfolio construction to the team. He values the multi-leveled relationships he shares with clients and partners to help them achieve their financial goals.
Randy Williams-Gurian, CMFC®, CRPC®
is the Wealth Manager at HighTower Bellevue.
Randy helps drive client success based on four critical elements: estate planning, tax planning, risk management and insurance. His belief that clients want more from a financial advisor drives him to consult in 401(k) and personal financial plans, creating an integrated & comprehensive approach.
Michael Policar Michael Policar is a Wealth Manager at HighTower Bellevue. Michael brings a passion for the financial markets and over 6 years of wealth management experience to the team. For Michael, the combination of a value investing philosophy and continuous studies of behavioral psychology, financial advice was not a career choice, it was a calling.
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