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

Halfway through the year seems like a good time to do a market update. As we approach the end of the first half of 2018, we’ve seen far more volatility in the stock markets than we saw last year. In all of 2017, there were only eight days when the S&P 500 closed up or…

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As I sit here on 529 Day (5/29/2018), I thought I would write a refresher on how we can save for our kids’ future. 529 Day is college savings’ nerdy equivalent of “May the Fourth” (5/4) and Pi Day (3/14) and reminds us to put some money away for our kids’ education.  But, when it…

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As an investing community we tend to focus mostly on stocks and the stock market. Apple this. Amazon that. Where did the Dow Jones close today? But currently, what may be more interesting is the bond market. The bond market and its corresponding interest rates have much to say about what is going on in…

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