“Unemployment is an integral part of the normal capitalist system” – Michael Kalecki U.S. Unemployment falls to 50-Year Low, Easing U.S. Recession Worries Market volatility on the heels of impeachment proceedings news pushed markets lower for the week. However, investors were buoyed by the U.S. unemployment report, which showed unemployment fell to a 50-Year low,… Read More
“The genius of impeachment lay in the fact that it could punish the (wo)man without punishing the office” – Arthur M. Schlesinger, Jr. How Have Markets Reacted to Previous Impeachment Processes? With news this week that the U.S. House of Representatives will open impeachment investigations on President Trump, you may be wondering how, if at… Read More
“All I ask is the chance to prove that money can’t make me happy” – Spike Milligan The Importance of Budgeting Regularly updating your budget is always advisable. Your budget is your financial checkup – helping you determine if your monthly cashflow is positive or negative – and accurately detailing your expenditures can help… Read More
Beginning this fall, a major Wealthview update will take place that will build upon the original foundation in very helpful, user-friendly ways. Here are some of the highlights: Better Family Linking Options– you will now be able to consolidate all family assets, by linking clients, including corporate investments, joint client profiles, even other family members… Read More
One of the most frequent questions asked by clients is the difference between net invested, book value, and market value. A lot can be said of all three, but the simple explanation is as follows: Net invested: The amount you contributed (minus any money redeemed) Book Value: The amount you contributed plus distributions received Market… Read More