Monthly Archives: May 2017

Ep 16. – Overcoming Resistance to Succession Planning: Broadening the Lens

In this Lead. Learn. Thrive. podcast episode Tom Adams speaks with Vince Keane, President and CEO of Unity Health Care about overcoming resistance to succession planning.

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Home Sales Hit their Fastest Pace in a Decade

Financial News and Portfolio Management Discussion through May 20th US stocks ended down for the week after controversies surrounding the Trump administration shook markets. The S&P 500 and Dow fell 0.4% for the week.  Internationally, Europe declined 1.0% and Japan … Continue reading

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CPI-U Rose 2.2% in April from a Year Earlier

Financial News and Portfolio Management Discussion through May 13th Driven by disappointing results from brick-and-mortar retailers US stocks fell over the week. The S&P 500 ticked down 0.3% and the Dow fell 0.5% for the week.  Abroad, Japan jumped 2.3% … Continue reading

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US Stocks Hit New All-time Highs

Financial News and Portfolio Management Discussion through May 6th US stocks hit new all time highs on strong corporate earnings and a positive jobs report. The S&P 500 rose 0.6% and the Dow edged up 0.3% for the week.  Internationally, … Continue reading

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First Qtr US GDP Slowed on Weak Consumer Spending

Financial News and Portfolio Management Discussion through April 29th US Stocks rose over the week driven by the pro EU French election results and strong earnings reports. The S&P 500 was up 1.5% and the Dow gained 1.9% for the … Continue reading

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