More name changes. Securities America to Osaic Wealth
Submitted by Oram & Kaylor on May 21st, 2024We just wanted to take a moment to explain another change headed your way.
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Important 2023 Tax Info
Submitted by Oram & Kaylor on March 19th, 2024I trust this finds you well.
Transition from TD Ameritrade to Schwab
Submitted by Oram & Kaylor on August 18th, 2023Many of our clients have been receiving 'transition' information from both TD Ameritrade Instl and Charles Schwab. We realize that this may have caused some confusion in terms of how your account(s) will be handled going forward. For those clients with accounts at Orion Portfolio Solutions / TD Ameritrade Instl (custodian) this transition to Schwab is an acquisitio
Market Commentary for the week of June 5, 2023
Submitted by Oram & Kaylor on June 6th, 2023Persistent headwinds continue to cloud the global markets and have created a very narrow trading range. However; the markets have been resilient so far in 2023. The S&P500 is up double digits YTD.
Market Commentary for the week of 3/13/23
Submitted by Oram & Kaylor on March 14th, 2023ECONOMIC REVIEW1
Market Commentary for the week of February 13, 2023
Submitted by Oram & Kaylor on February 14th, 2023Historically speaking January usually sets the annual tone for the markets and so far that 'tone' has been a positive one. Markets will continue to digest many factors such as inflation, interest rates and global conflict so we are expecting continued volatility at least in the near term. The current market conditions make it hard for those of
Weekly Market Commentary for the Week of August 29, 2022
Submitted by Oram & Kaylor on August 30th, 2022ECONOMIC REVIEW1
Market Commentary for the Week of August 22, 2022
Submitted by Oram & Kaylor on August 23rd, 2022Market Commentary for the week of June 13, 2022
Submitted by Oram & Kaylor on June 14th, 2022Much has been written about market downturns and how to handle them. A constant theme in these commentaries is that the markets must capitulate before we see a rebound, but we think that philosophy is relatively one-sided. We believe investors also need to experience emotional capitulation.
Market Commentary for the week of May 16, 2022
Submitted by Oram & Kaylor on May 17th, 2022As with past updates the markets continue to seek capitulation. The conflict in the Ukraine, rising interest rates and the Fed's actions in relation to inflation are all factors that continue this current rollercoaster. We continue to advise clients to keep a long-term perspective in relation to their current investment portfolio. For those with m
