Earlier this year we prepared the Young Investor Guidebook as a resource for young investors who are just getting started out. With wedding season upon us, we are following up with the Matrimonial Planning Guidebook as a financial checklist for those who may be preparing to walk down the aisle. Should you, or someone you […]
Stocks broadly fell in May on trade rhetoric. While trade negotiations have been ongoing with China, Trump has announced new tariffs on Mexico in an attempt to bring Mexico to the table as a willing participant to help on immigration and southern border security initiatives. Policy and politics aside, opening a new round of trade […]
If there is anything that Wall Street isn’t short of, it is expressions and superstitions. One of the most well-known investment axioms is “sell in May and go away.” This expression is derived from the daunting statistic that of all six month periods during the year, the May to October time frame is the one […]
Our very own Brad Bofford was featured in NJ Business Magazine this month discussing the different available retirement plan options for small businesses! If you have any questions, please do not hesitate to contact our office!
While we have done a great deal of planning and counseling clients on the new tax laws, now that the 2018 tax season is behind us (unless of course you, or your business, are on extension), we have all gained a bit more clarity on how the Tax Cuts and Jobs Act affects our own […]
The end of 2018 brought a bout of volatility on headline risk and a yield curve inversion stoking fear of a recession. While the bear clamored for attention, the bull fought back through the first quarter and on positive feedback from the ongoing US-China trade negotiations, strong job growth, low inflation, and stable interest rates, […]
Have you tried our new client reporting tool Black Diamond? If you are having any trouble navigating the site and viewing your accounts, check out our tutorial!
Do you remember your first investment? Perhaps you were in high school and opened an IRA, or bought a stock, with savings from your summer job. Perhaps it was enrolling in the 401(k) plan at your first job after graduating. Whatever the experience, there was probably a mix of emotions: fear, excitement, confusion, and even […]
January’s strong market rally (the best start to the year in 30 years) continued into February on a combination of news including constructive US-China trade talks, a considerably more dovish stance from the Fed, and the implementation of stimulus in the Chinese economy. These positives outweighed concerns about slowing global growth and the Standard and […]
According to Javelin Strategy and Research’s 2018 Identity Fraud study, there were over 16.7 million victims of identity theft in 2017, with over $16.8 billion stolen from victims. As technology continues to advance, unfortunately so does the amount (and sophistication) of cybercrimes. We have prepared our most recent Guidebook to provide actionable tips to protect […]
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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.