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Why I Became A Financial Advisor (Larissa)

One of the best ways to decide what career is best for you is to dip your toes into a particular industry and gain hands-on experience. This is how I indirectly found my way into the financial services industry. I was initially drawn to the field of law, but after working at a law firm during high school, I quickly realized it wasn’t the right fit for me.

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Making Good Become Great: Investing in Opportunity Zones

The Tax Cuts and Jobs Act (“TCJA”) of 2017, has been viewed as a “win” for domestic businesses and economic growth, as lower taxes expanded corporate earnings and boosted investor returns. Individual taxpayers also benefitted from tax breaks and touted simplified filing requirements. But, how is one supposed to realize last year’s 20%+ market return, not to mention the over 4x return since the S&P500 bottomed in early 2009, without having to give up a meaningful chunk of those gains to the IRS. Business-builders and entrepreneurs with low cost basis stocks face the same tax planning conundrum. In fact, it is estimated that there is as much as $6 trillion in unrealized capital gains held (or trapped?) in investment portfolios.

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CIO Insights: Buy The Dip

Equity markets around the world have declined by roughly 10% from their recent peak. We are not of the view that this decline is indicative of a broader selloff in equity markets and instead see this as an opportunity to add to equities at attractive levels. The decline has largely been led by large technology stocks (Amazon, Netflix, Alphabet) after they had experienced a multi-year bull market, but no sectors outside of Utilities and Consumer Staples were spared. The S&P 500 index grew earnings by roughly 22% in the third quarter but guidance for future quarters was muted due to uncertainty around US/China trade negotiations.

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Third Quarter 2018 - Market Newsletter

After a relaxing summer of benign markets and domestic equity indices setting new highs, volatility came back with a vengeance in October, and with less than a week left in the month, has taken away practically all the gains made so far this year. As of the time of this writing, the S&P 500 is down almost 9% on the month, taking the index negative year-to-date. It’s worth noting is that the leaders for the first three quarters of the year, Tech and Small Caps, are underperforming meaningfully so far in October, with the Nasdaq and Russell 2000 indices down 12% and 13.4%, respectively.

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Five Steps To An A+ College Plan

Regardless of whether your child is two or twelve, the thought of college has probably crossed your mind. In the busyness of life and never-ending financial pressures, it is all too easy to put saving for college on the back burner. But one thing in life is certain; it moves quickly. Don’t get caught unaware and unprepared for college. Your child’s education is one of the most important investments you can make, and with today’s costs, it pays to plan ahead.

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