Category Archives: Accounting

Inflation, Broadcom, Toys “R” Us, and More

Financial News and Portfolio Management Discussion through March 17th Stocks fell over the week as protectionist trade policies weighed. The S&P 500 dropped 1.2% and the Dow fell 1.5% for the week.  Internationally, Japan gained 1.0% and Europe ticked down … Continue reading

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One Key to Protecting Your Business: Key Person Insurance

Many businesses have one or two people who are the glue that holds everything together. It could be the founder, owner, CEO, CFO, or another essential contributor with specialized skills and knowledge that are critical to the operation of the … Continue reading

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Stocks, Hiring, Tariffs, and More

Financial News and Portfolio Management Discussion through March 10th Stocks surged over the week on reduced fears over a global trade war as well as a strong jobs report.  The S&P 500 soared 3.5% and the Dow rose 3.3% for … Continue reading

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Your Brand May Not Be What You Think It Is

Someone in your organization has probably spent a lot of time thinking about the company brand. Perhaps there has also been a very large financial investment made to develop just the right look, feel and message. This is good, and … Continue reading

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Auto Sales, Tariff on Steel Imports, and More

Financial News and Portfolio Management Discussion through March 3rd Global markets fell over the week over concerns of a global trade war and the potential for a faster pace of interest rate increases by the Fed.  The S&P 500 fell … Continue reading

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Albertsons, Walmart, and Toys-R-Us

Financial News and Portfolio Management Discussion through February 24th Stocks rallied to end the week as the advance in interest rates relaxed.  The S&P 500 gained 0.6% and the Dow rose 0.4% for the week.  Abroad, Japan climbed 0.8% and … Continue reading

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Global Stocks and Inflation

Financial News and Portfolio Management Discussion through February 17th Global stocks rebounded strongly shrugging of weakness from earlier in the month.  The S&P 500 and Dow rose 4.3% for the week.  It was the best week for the S&P 500 … Continue reading

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