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

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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For the first time since 2008, the stock market (as measured by the S&P 500) finished in the red last year. That statement in and of itself is pretty amazing. The fact that we went nine years in row without a down year is impressive. But let’s take a deeper dive into what happened in…

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