Welcome to Wall Street’s version of Groundhog’s Day where we continue to live in a world of uncertainty that revolves around the same two unresolved issues we have been faced with for over a year, trade wars and tariffs. It is getting to the point where we can dust-off last quarter’s newsletter, put today’s date […]
Happy Summer! We hope everyone is doing well and enjoying the sunshine in their own special way. As we write this quarter’s letter it amazes us that we still struggle with the same issues that we have been discussing for what seems like eternity. Furthermore, over the past few months the issues that still plague […]
Opportunity Zones Investments – Could this be an Opportunity for you? There’s an interesting new investment opportunity that recently became available and it’s becoming a hot investment topic – Opportunity Zone Investments. Few know what it means. That’s because it’s a brand-new concept that became a reality thanks to the Tax Cuts and […]
We hope everyone is doing well, that winter is passing, and warmer days are ahead. It truly is amazing the difference in writing this update just 90 days after the year-end review. When we last wrote equity markets were spiraling out of control and concerns of Armageddon were everywhere. Fears of global markets collapsing, a […]
Since before I can remember, when I mention the term “hedge fund” to a potential client, all they can think about it what the media and friends have trained them to think; that they are overly aggressive investments with outrageous fees whose goals are to dramatically outperform every bull market, and to never lose money […]
Happy New Year! We hope that everyone enjoyed their respective holidays, had a chance to spend some time with their families and maybe even relaxed a little bit. We think we can all agree that the past quarter was a doozy and, hopefully, the start of 2019 will provide a little more stability to the […]
We hope that everyone enjoyed their summer and that you have not yet given up hope that the sun will shine again someday soon. Now as miserable as the weather has been over the last few months, the same cannot be said for the equity markets. The third quarter marked the return of a bull […]
Happy Summer to everyone. We hope that you have some fun things planned or are at least enjoying the warm and sunny weather. When we last wrote, we talked about the massive amounts of volatility we experienced in the first quarter, and yet the equity markets as a whole were relatively flat. We talked […]
In June 1883 in the magazine The Chautauquan, the question was posed, “if a tree were to fall on an island where there were no human beings would there be any sound?” They then went on to answer the query with, “no. Sound is the sensation excited in the ear when the air or other medium […]
I get asked this question a lot, so let’s start with the basics. Anything with “Roth” in the title is money that is contributed after tax, and as such, when it’s distributed from the account after age 59.5 there are no additional taxes owed. On the other hand, traditional 401(k) contributions are before-tax, so after […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.