Category Archives: Investment Advisory

Jobs Report, Fed Funds Rate, Apple, and more

Financial News and Portfolio Management Discussion through May 7th US stocks ended the week down slightly on weaker earnings and mixed economic data. The S&P 500 and Dow ended the week down 0.2%. Abroad, Japan was flat and Europe gained … Continue reading

Posted in Accounting, Audit, Investment Advisory, Tax, Technology, Uncategorized | Tagged , , , , , , , , , | Leave a comment

Stocks, Alphabet, Caterpillar, and more

Financial News and Portfolio Management Discussion through April 28th US stocks posted a down week on an increase in interest rates and mixed earnings reports.  The S&P 500 edged down 0.1% and the Dow fell 0.6% for the week.  Internationally, … Continue reading

Posted in Accounting, Audit, Fraud Prevention, Investment Advisory, Tax, Technology, Uncategorized | Tagged , , , , , | Leave a comment

Sales, Wells Fargo, and more

Financial News and Portfolio Management Discussion through April 21st US stocks rose on solid corporate earnings. The S&P 500 rose 0.5% and the Dow gained 0.4% for the week. Internationally, Japan jumped 1.8% and Europe climbed 0.7% for the week. … Continue reading

Posted in Accounting, Audit, Consulting, Investment Advisory, Tax, Technology, Uncategorized | Tagged , , , , , | Leave a comment

Oil, Manufacturing, Bayer, and more

Financial News and Portfolio Management Discussion through April 14th US stocks gained over the week on reduced concerns of a trade war and a solid start to corporate earnings season. The S&P 500 gained 2.0% and the Dow rose 1.8% … Continue reading

Posted in Accounting, Audit, Forensic Accounting, Investment Advisory, Tax, Technology, Uncategorized | Tagged , , , , , | Leave a comment

Trade War, Tariffs, and more

Financial News and Portfolio Management Discussion through April 9th Trade war fears with China reared their head again to drive a weekly decline in US stocks.  The S&P 500 fell 1.4% and the Dow eased 0.7% for the week.  Internationally, … Continue reading

Posted in Accounting, Audit, Consulting, Investment Advisory, Uncategorized | Tagged , , , , , | Leave a comment

Stock Rallied, S&P 500 and Dow Gained, and more

Financial News and Portfolio Management Discussion through March 31st Stocks rallied over the week, rebounding partially from the prior week’s significant declines, but posted the first down quarter in two and a half years.  The S&P 500 and the Dow … Continue reading

Posted in Investment Advisory | Tagged , , , | Leave a comment

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

Posted in Accounting, Audit, Consulting, Fraud Prevention, Investment Advisory, Tax, Technology, Uncategorized | Tagged , , , , | Leave a comment