U.S. Stocks Grow, Senate Passes Budget Blueprint

Financial News and Portfolio Management Discussion through October 21st

US Stocks ended the week at new record highs on strong earnings growth. The S&P 500 gained 0.8% for the week.   The Dow closed above 23,000 for the first time during the week and it ended up 2.0%. Abroad, Europe fell 0.3% and Japanese stocks reached their highest level since 1996, rising 1.4% for the week. The yield on the 10 year Treasury rose after the Senate passed a budget blueprint, the first step towards tax reform. The yield ended the week at 2.38%, the highest close since July.

Continue reading

Posted in Accounting, Technology, Uncategorized | Tagged , , , , , | Leave a comment

The IMF, the Fed’s September Meeting, Social Security Payments, and More

Financial News and Portfolio Management Discussion through October 14th

US stocks ended the week higher and hit records during the week on a positive outlook for third quarter earnings. The S&P 500 gained 0.2% and the Dow rose 0.4% for the week. Abroad, Japan surged 2.2% and Europe climbed 0.5% for the week. The yield on the 10 year Treasury bond eased over the week ending at 2.28%.

Continue reading

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

Gains, Jobs Report, and Updates

Financial News and Portfolio Management Discussion through October 7th

US stocks posted their fourth straight week of gains on generally solid economic news. The S&P 500 gained 1.2% and the Dow climbed 1.6% for the week. Internationally, Japan rose 1.4% and Europe edged up 0.3% for the week. The yield on the 10 year Treasury ticked up for the week ending at 2.37%.

Continue reading

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

Angela Merkel, US GDP, and Other News

Financial News and Portfolio Management Discussion through September 30th

US stocks had another positive week ending the quarter at record highs on optimism about tax reform. The S&P rose 0.7% and the Dow gained 0.2% for the week. Internationally, Japan edged up 0.2% and Europe increased 1.3% for the week. The yield on the 10 year Treasury ended the month at 2.33% its highest level since late July.

Continue reading

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

Ep. 20 – How Boards Prepare for and Manage Executive Transition

PodcastCoverArtIn this episode of the Lead. Learn. Thrive. Podcast, executive transition is discussed in depth. To explore more deeply how board leaders are preparing for the inevitability of executive transition, this podcast features a discussion between Tom Adams and two board leaders who recently led their organization through an executive transition. Jean Hochron served as the Search Committee Chair when the National Health Care for the Homeless Council completed its transition and search last year. Jean had also served as Board Chair. Jim Hastings is the current Board Chair for the Literacy Council of Montgomery County. As Chair, Jim served on the Transition and Search Committee during two executive transitions over the past four years.

Continue reading

Posted in Consulting, Podcast, Search & Succession, Uncategorized | Leave a comment

Bonds, Debt, Bankruptcy and More

Financial News and Portfolio Management Discussion through September 23rd

US Stocks edged up over the week led by bank stocks who reacted positively to the potential for another Fed rate increase this year. The S&P 500 rose 0.1% and the Dow gained 0.4% for the week. Internationally, Europe climbed 0.7% and Japan jumped 2.0% for the week. The yield on the 10 year Treasury rose again for the week finishing at 2.26%.

Continue reading

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

International and US Stocks, Household Income, Apple and More

Financial News and Portfolio Management Discussion through September 16th

US stocks had one of their best weeks of the year, hitting record highs, with Hurricane Irma not as bad as feared. The S&P 500 rose 1.6% and the Dow jumped 2.2% for the week. Internationally, Japan soared 3.3% and Europe rose 1.4% for the week. The yield on the 10 year Treasury rose over the week to finish at 2.20% up from 2.06% from the previous week.

Continue reading

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