June 2016

June 2016

Special Update: UK to leave European Union

Submitted by Oram & Kaylor on June 25th, 2016

Brexit … What is it and how does it affect my investments?

By now, you will most certainly have heard that the United Kingdom has left the European Union (EU) and subsequently put all the financial markets into immediate turmoil.

Market Commentary - June 20, 2016

Submitted by Oram & Kaylor on June 20th, 2016

Brief Market Commentary for the week of June 20, 2016

The Markets

Are you on track to reach your retirement goal?

Submitted by Oram & Kaylor on June 2nd, 2016

As I approach yet another birthday, I often ask myself if I am accomplishing all that I can in this short life … I have yet to become fluent in Spanish, I do not have a PhD nor have I come up with the next revolutionary toaster oven. Is this to say that I haven’t accomplished anything or that I am not an expert in a particular field?

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Calm before the storm.....?

Submitted by Oram & Kaylor on May 15th, 2017

Trying to accurately predict the movement of the financial markets is akin to predicting the weather. No one really knows, and we have to wait to see what actually happens.

DOW 20,000, now what?

Submitted by Oram & Kaylor on January 30th, 2017

Traders wore grins and commemorative hats Wednesday as the Dow Jones industrial average broke the 20,000 mark for the first time. The milestone reflects a growing economy. The private sector added 15.6 million jobs over the last 81 months; the Fed has begun increasing interest rates; and average wages grew 2.9 percent in December.

Still Time for Certain Tax Moves

Submitted by Oram & Kaylor on January 16th, 2017

Even as you look at a fresh 2017 calendar, you may still be able to make one or two strategic tax moves for 2016. But they must be made by the national filing deadline, which falls on Tuesday, April 17, this year.

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