Apple breaches $1 trillion stock market valuation

August 3, 2018

SAN FRANCISCO (Reuters) – Apple Inc (AAPL.O) on Thursday became the first $1 trillion publicly listed U.S. company, crowning a decade-long rise fueled by its ubiquitous iPhone that transformed it from a niche player in personal computers into a global powerhouse spanning entertainment and communications.

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May 7, 2018

As registered investment advisors (RIAs) continue to seek new strategies to add value to their clients’ portfolio, private real estate has continued its’ rise in popularity. Clients engage with you on offerings they see in the marketplace. You see online crowdsourcing opportunities becoming the norm. How do you, as an RIA, delineate between realistic and…

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Tax Reform: Myth or Reality?

November 17, 2017

“Get your facts first, then you can distort them as you please.” — Mark Twain Recent market activity has once again brought up the potential for a serious correction in equities while stock prices hover near record highs.  Of particular interest has been tax reform.  Last week a modest selloff in equities (S&P 500 -0.21%, NASDAQ…

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