Archive for the ‘Wealth Management Department, available through CUSO Financial Services, L.P.*’ Category

I love numbers and statistics. So, when the Federal Reserve released its “Report on the Economic Well-Being of U.S. Households in 2018”* it was party time! This report tries to paint a picture of how individuals and households in the U.S. are doing financially. It’s a good read. Now, please remember that this report is…

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For those of you who have been watching interest rates (and really, who hasn’t), something interesting is happening: the yield curve is starting to invert. In what could be the natural progression of a process that started at least five years ago, the long term interest rates are dropping below the short term rates. And…

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As a financial advisor I give stock quotes all the time. A stock quote is just the price for a share of a company’s stock. But, besides telling us how much we will pay for a stock, what does this price mean? How we get to the prices is a topic for another day. Today,…

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