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Tis the season....

Submitted by Oram & Kaylor on December 21st, 2016

The season of giving is upon us. Since the election the markets have provided a nice bump.  Not all investments are up, but the general consensus seems to be fairly positive for the economy and the markets going forward. However, I want to take a few moments to focus on giving.

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Market Commentary for the week of December 19, 2016

Submitted by Oram & Kaylor on December 19th, 2016

The Markets

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Market Commentary for the week of December 5, 2016

Submitted by Oram & Kaylor on December 6th, 2016

The Markets

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Week of November 28, 2016

Submitted by Oram & Kaylor on November 23rd, 2016

Market Commentary

For the week of November 28, 2016

 

The Markets

 

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Familiar or Unfamiliar Territory....?

Submitted by Oram & Kaylor on November 21st, 2016

Well, the election is behind us and the outcome proved one thing—never base a major decision on speculation.  I think we were just reminded of a very important lesson.  The media does not always, if ever, know all the answers.  However, my biggest gripe with the election was not with who won or lost or the fact the media had it all wrong … it was the fact that the ma

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Market Commentary for the Week of September 6th

Submitted by Oram & Kaylor on September 6th, 2016

From time to time it is a good idea to check in on market activity. 

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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. 

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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

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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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What a difference a day makes....

Submitted by Oram & Kaylor on April 1st, 2016

While this saying is cliché, it is appropriate for this current market cycle. After all, it does not seem as though it were that many weeks ago when all the headlines and prognosticators would have you believe that another financial crisis was upon us.  Those that reacted to this news are most likely regretting their maneuvers, as the markets have clawed their way back. 

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Latest Blog Posts

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.

 

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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.

 

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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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