Super Micro shares whipsawed in volatile trading Friday, threatening to derail what had been set to be the server maker’s best week on record. Super Micro Founder, President and CEO Charles Liang joins Ed Ludlow and Caroline Hyde to discuss why he believes the company...
Happy February! Today Dan discusses the #Fed, #inflation, and #realestate, and how that may impact #portfolios. #stayinformed #educatedinvestor #wealthmanagement Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly...
2023 is in the books and the last quarter left investors looking forward to a bright and happy new year. Historically, equities typically have advanced in the fourth quarter, and we can now add 2023 to that statistic. We entered the fourth quarter with strong...
Kicking off the first week of 2024 with a quick #marketminute. Tune in as Dan discusses this week’s activity, potential #pullback, and how that can affect #portfolio #performance. #stayinformed #educatedinvestor #wealthmanagement #CFP Categories Blog Client...
Happy New Year and welcome to 2024! We hope that you and your family had an enjoyable holiday season. We thank you for giving us the opportunity to help you pursue your financial goals. We are excited to see what the new year will bring us. Overall, 2023 was a good...
