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

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…

Continue Reading »

Here we are in late November and the Holiday Season is in full swing. I just spent a great long weekend seeing friends and family; eating and drinking too much. Invariably, the question that everyone asks and gets on Thanksgiving is, “Do you work tomorrow?” So, since the Holidays are here, I thought I’d write…

Continue Reading »

The mid-term elections are upon us and the question keeps coming up: how will this affect the stock market? Granted, it comes up less during the mid-terms than the Presidential elections (see that answer here^^), but it’s still very much in the investing community’s consciousness. Let’s look at some data. Currently, we have a Republican…

Continue Reading »