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Category Archive: Uncategorized

Sep 08 2017

I’m Changing for You and Your Financial Success


By Amit Chopra, CFP Download Article For the past 12 years I have helped retirees and those entering retirement structure their portfolios to help manage their investment to last throughout their retirement. The last 12 years have afforded me the privilege of working with wonderful clients, as well as learning the challenges associated with retirement …

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Jan 30 2017

Last Weeks Market Recap

Market Recap Equities inched higher last week as the S&P and other major indexes gained about 1% and the Dow Jones Industrial Average crossed the psychologically important 20,000 mark. Treasury Yields remained relatively steady, and the U.S. dollar lost a little bit of ground against other major currencies as some of President Trump’s policies came …

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Dec 19 2016

This Week’s Market Moving Events

As the year draws to an end, investors are wondering if the ‘Trump Rally’, which has propelled stocks some 6% higher since election-day, can last into the first quarter and beyond. Recent economic news has been encouraging, and market participants will be watching the slew of data being released this Thursday to gauge the probability …

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Dec 05 2016

U.S. equity markets look to continue their rally

On the heels of a strong November jobs report and the lowest unemployment rate in a decade, U.S. equity markets look to continue their rally this week. Markets are once again defying conventional wisdom and proving many ‘talking-heads’ wrong, as futures point to a higher open in spite of Sunday’s referendum vote by Italians to …

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Oct 31 2016

This Week’s Market Moving Events:

Market Recap: With a week to go before the Presidential Elections investors are fretting over the outcome and what it might mean for markets. Putting aside the possibility that the results might be contested and therefore unknown for several weeks (think back to Bush / Gore in 2000), the real focus for investors should be …

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