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

Welcome to the longest bull market in US stock market history. From the bottom of the market during the Great Recession through, August 26, 2018, the S&P 500 has been on an amazing run. But, what does this really mean? And, does it matter? Let’s take a look. First of all, some definitions. A bull…

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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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