Our Latest Update on the State of Things

If you’ve been a client of ours for a while – or just a casual reader of our commentaries – you’ll recall we don’t normally send out these missives more than quarterly. We firmly believe that our mission is to create a sense of normalcy for our readers in both calm...

Our Weekend Update and a Look at the Future

Clients, friends, and colleagues. In three-and-a-half decades as financial advisors, we’ve written hundreds of commentaries and letters trying to help people make sense of the world around them. We’ve tried to put things in perspective. Tried to bring comfort in...

Updates and Straight Talk on the State of Things

We’d like to thank those of you who have reached out to us to discuss the current climate and our views on both present and future expectations for markets and economic impacts of the Coronavirus challenges. We feel the best thing we can do in this environment is keep...

An Update on COVID -19 and the US Response

I’m writing this personal message for our clients and our friends from an almost empty flight back to Florida from an almost empty airport in Washington DC. You’re welcome to share it if you find it helpful or comforting in providing some perspective and peace of...

Update on Markets and the Coronavirus: Where we go from here?

We are following up with the latest information regarding the impact of the Coronavirus on the markets and the economy. As we noted in our past updates, markets dislike uncertainty. The daily volatility we are seeing is driven primarily by the following factors: Poor...

The SECURE Act: Retirement Planning Forever Changed?

By now you have likely heard that Congress passed, and the President signed into law sweeping changes to America’s retirement system as part of the 2020 Appropriations bill. The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) has the...

Looking Ahead to the New Year

Looking Ahead to the New Year

As we end another year (and decade), it’s time to take a look at what 2020 might hold for us all. Yes, we know there’s an election of some sort pending. And yes, the 11-year recovery continues to defy the smartest guys on Wall Street, once again proving our axiom that...

A Quick Guide to the US-China Trade War

Since the threat of a trade war is all the news outlets seem to report on these days, we thought it might be helpful to give readers a refresher on how trade tariffs work and how they can impact the economy and consumers.   Q: What are trade tariffs?   In short,...

Why Rip Van Winkle Had It Right

Normally, we begin these writings with a summary of what’s been happening in the economy. Well, nothings really changed substantially since year-end. Economic growth continues to expand, employment remains robust, interest rates have actually declined, and markets...

You Can’t Have One Without the Other

You Can’t Have One Without the Other

“If you torture the numbers long enough, they’ll admit to anything.” -Anonymous   Well – it’s been a whole month since we recapped the economic and market activity, and not much has really changed in the big picture. Yes, stocks have pulled back again for the moment....

 

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Advisory Services offered through Geneos Wealth Management. Member FINRA / SIPC.
© 2017 First Coast Wealth Advisors. All rights reserved.  |   The Legal Stuff

 

Advisory Services offered through Geneos Wealth Management. Member FINRA / SIPC.
© 2017 First Coast Wealth Advisors. All rights reserved.  |   The Legal Stuff