Providing personalized investment services to those intent on enjoying a secure retirement.

Tag: Market commentary

MARKET WEEK: MAY 18, 2015

By on May 18, 2015 in Market Week with 0 Comments

The Markets Despite drops in consumer confidence, import and export prices, crude oil inventories, and producer prices, the stock market rallied at the end of the week to post positive gains across the board lead by the S&P 500, which closed at an all-time high. However, the biggest gainers for the week were the Nasdaq […]

Continue Reading »

May 16, 2015 – Bob Mauterstock, Jeff Davis, and David Augustinho

By on May 18, 2015 in Radio Show with 0 Comments

This week’s show is full of good information as Chris welcomes several guests to “Something More.” Author and advisor Bob Mauterstock talks about his book, Passing the Torch. He tells of important conversations retirees should have with their adult children to include them in the planning process. David Augustinho of the Cape Cod and Islands […]

Continue Reading »

April 25, 2015 – Bret Stephens

By on May 14, 2015 in Radio Show with 0 Comments

Chris has a full show this week. He talks a bit about financial issues such as IRAs, variable annuities, long term care insurance, and mistakes people make which undermine their retirements. He also talks with author and journalist Bret Stephens about US foreign policy and the urge for isolationism vs the need for engagement. Madeline […]

Continue Reading »

MARKET WEEK: MAY 11, 2015

By on May 11, 2015 in Market Week with 0 Comments

The Markets Buoyed by generally encouraging labor data, leading equity benchmarks enjoyed a major rally on Friday, overcoming an otherwise sluggish week. While the Dow’s gains exceeded those of the S&P 500, both indexes outperformed the Nasdaq. After dipping below 18000 during the week, the Dow closed at 18191, up .93% from the previous week, […]

Continue Reading »

May 9, 2015 – The Boyd Brothers

By on May 11, 2015 in Radio Show with 0 Comments

Chris is joined in studio this week by his brother, estate planning attorney F. Keats Boyd III. Keats shares his expertise with our listeners on the potential benefits of creditor protection for heirs in estate planning, the potential need for an IRA Trust, and invites listeners to Boyd and Boyd’s upcoming Estate Planning seminars. Chris […]

Continue Reading »

MARKET WEEK: MAY 4, 2015

By on May 4, 2015 in Market Week with 0 Comments

The Markets Although May Day brought a rally in stock markets across the board, it wasn’t enough to wipe out the week’s losses. Several earnings reports and a disappointing GDP reading dampened the fervor that drove markets to new highs a week prior, while a Fed announcement fueled speculation about a June interest rate hike. […]

Continue Reading »

MARKET MONTH: APRIL 2015

By on May 4, 2015 in Monthly Commentary with 0 Comments

The Markets Investors seemed to take their emotional cue from a spate of mixed earnings results and economic data, waffling between enthusiasm and caution throughout the month. The Nasdaq finally recouped the losses it incurred during the technology crash 15 years ago, hitting a new record high during the third week of April. It then […]

Continue Reading »

MARKET WEEK: APRIL 27, 2015

By on April 27, 2015 in Market Week with 0 Comments

The Markets At long last: Proverbial corks were flying last week as the Nasdaq finally broke its 15-year-old record, set in March 2000, to close the week at 5092.08. The 3.25% weekly jump was driven largely by earnings reports from several large technology stalwarts. The S&P 500 also posted a new high, as indexes other […]

Continue Reading »

MARKET WEEK: APRIL 20, 2015

By on April 20, 2015 in Market Week with 0 Comments

The Markets Investor fears returned with a vengeance on Friday, as markets tumbled across the globe. Domestic indexes were down 1% or more for the week, while the Global Dow fell nearly a quarter percent. The yield on the 10-year Treasury fell to 1.87%. Observers attributedFriday‘s stock market losses to a series of lackluster earnings […]

Continue Reading »

April 11, 2015 – Mike Burton Co-Hosts

By on April 13, 2015 in Radio Show with 0 Comments

Mike Burton of Slade Mortgage co-hosts this week’s edition of Something More with Chris. They chat about the spring housing market and get down to the basics of the mortgage process. Debt ratios and credits scores are some of the topics which they examine. The second hour focuses on annuities and some of the hidden […]

Continue Reading »

Top