Past News

2018 Year-End Report: The Bear Emerges

This was the year the long, seemingly endless bull market came to a crashing halt--and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500's all-time high on September 20). The...

Making the Most of a Legacy

By: Kirk Licata, CFP® Seven in ten people who suddenly receive a large sum of money will spend it all within just a few years.1 An inheritance, an employee bonus, lottery winnings – all are typically quickly spent. According to psychologists and behavioral finance...

Another Spooky October

The U.S. stock market suffered through its second correction of the year, and if you’re the kind of person who likes to worry, then October gave you plenty of cause. When the markets are dropping, the financial media needs to find a narrative. You hear all sorts of...

It’s 2:00 AM in Tibet

By: Doug Stefanini I have recently been reflecting on how technology has changed our day-to-day lives by uniting people and places that before were isolated and disparate. Maybe we have become too dependent on technology, but, at times, it is a wonder to behold. Nine...

What is “Wealth”?

By: Kirk Licata, CFP® LongView Wealth Management. There’s that “Wealth” word again. What comes to mind when you hear the word “wealth”? Do you picture mansions, yachts, luxury cars, and designer wardrobes? How about the term “wealthy”? Certainly, all millionaires and...

2018 2nd Quarter Report: When Will the Party End?

The U.S. equity markets suffered a small setback in the first quarter, but the second quarter brought us back into positive territory. The Wilshire 5000 Total Market Index—the broadest measure of U.S. stocks—finished the quarter up 3.83% and is now in positive...

How to Be a Fearless Girl

By: Jessica Engebretsen, CFP® You may (or may not) know that, for the last year, Kristen Visbal’s statue Fearless Girl has been facing down the famous Charging Bull statue of Wall Street. While she has certainly created her share of controversies, the depiction of a...

Are We Making Progress?

Do you believe the world is a better place than it was 10 years ago? 50, 100, 200 years ago? Has the quality of human life been steadily improving or is it possible that have we begun to regress? A recent global survey of more than 18,000 adults across nine countries...

A Moment of Weakness in a Year of Strength?

Is the bull market finally over? For the first time in nine calendar quarters, the U.S. investment markets delivered a negative overall return. It was only a slight decline, but the decline reminds us that markets can and do go down from time to time. After starting...

2018 Tax Reform: What Will It Mean For Me?

By: Alex Bastron As you are undoubtedly aware, Congress voted for sweeping tax reform at the end of 2017. By now, those tax cuts have been reflected in the stock market via an additional run-up in stock prices and in employee take-home pay. While it is still very...