Our Quick Summary – January was a great month, up 7.5% from start to top – Inflation concerns and technical selling in early February had the S&P 500 down 3.5% for the year, but selling cooled and near the end of February the market was up 4% for the year. – Concerns of a trade […]
A Path Forward
Greg, Jeremiah, Ray and I are just returning from a two day investment forum in Manhattan, NY hosted by the Investment Solutions Group (GIS) at HighTower. Over these last couple of days, we had the opportunity to hear from third party economists, investment strategists and portfolio managers from firms like Blackrock, Strategas, Doubleline and Gotham […]
What Do the Possible Changes to Personal Income Tax Mean for Your Financial Plan? Over the past weeks, we have glimpsed some of the proposed changes to the current individual income tax structure. Our team is committed to proactively helping you understand what this means for your financial plan, and we are pleased to share […]
As children move towards adulthood, helping them become financially stable is a priority. It is important not to overlook key financial planning issues and strategies as your loved ones take their next important steps. Power of Attorney If your young adult children are over the age of 18 and leaving home for school or work, […]
So far this year the global markets have taken us on quite the roller coaster ride. Markets seem to just keep creeping higher and higher, much like that first hill of a roller coaster ride. Sitting in the back seat you have no idea when the coaster will crest the hill and begin it’s descent. […]
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” That quote is from the famed mutual fund manager Peter Lynch in interview with Frontline in the mid-1990s. Lynch is widely considered to be one of the most successful mutual fund managers […]
In the fast paced world we live in today, many entrepreneurs fail to spend the adequate time creating a contingency plan for their company specific to what best suits their personal and professional needs. Our team strives to serve entrepreneurs by supporting and creating a framework for growth with a contingency plan to address the […]
This past week, Greg and I had the opportunity to attend the Fall Partner meeting in Hilton Head Island, South Carolina. These meetings are a great chance for us to hear from industry leaders on legislative changes, economic and market trends as well as share best practices with the other 70 HighTower teams from around […]
Part of my role at the Sarian Group is to visit the offices of our investment managers to get a better understanding of their investment process and current thinking. Over the last few weeks I have visited firms in Denver, Austin, and New York and I wanted to share some of the highlights. Global Equity […]
Keeping more of what you have built is the driving theme behind our team’s Pre Transaction Wealth Optimization Process. Many entrepreneurs and executives focus so diligently on growing the company towards a transaction that they simply lack the time and resources to thoughtfully consider the myriad of issues and planning strategies they should consider […]
The Sarian Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
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.