Category Archives: Audit

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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Maryland Enacts Paid Sick and Safe Leave

On Jan. 12, 2018, the Maryland General Assembly voted to override Gov. Larry Hogan’s veto of paid sick and safe leave legislation. As a result, the Health Working Families Act (Act) will require:

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Global Stocks, Bank of England, and Government Shutdown Information

Financial News and Portfolio Management Discussion through February 10th Global stocks saw volatility return in a big way with huge day to day market swings.  Global markets ended down significantly over the week.  The S&P 500 and Dow both plunged … Continue reading

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