SRI and ESG are acronyms you may have heard mentioned on TV or the internet about investing. Three questions might immediately pop into your head, What are they? Why are they relevant? How important are they moving forward? SRI stands for sustainable, responsible and impact investing. You might also see SRI reference the more […]
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 […]
Going back to school for many college aged students means making ends meet the next nine months on a fixed income with limited inflows. Managing this situation well comes down to the most important piece in financial responsibility; budgeting. Creating and maintaining a budget now can put a college aged student on the path to […]
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. […]
With graduation approaching, many young people will be starting their first full time professional ventures. Please take a moment to read our team’s best practices when starting a new job. What are some common mistakes millennials tend to make when it comes to their finances when transitioning from college to career? There are a […]
What is it? A 401(k) is a company retirement plan that allows employees to contribute a portion of their wages to individual accounts. The salary deferrals are excluded from the employee’s taxable income and the amount deferred is not taxable until it is withdrawn or distributed from the plan. Some plans, such as the Roth […]
“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 […]
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.