What’s on my mind? Find out here in my blog. Whether it is ideas from the industry or emerging trends, you can read about it here. And, once in a while, I may throw in a book review or some other surprise. So, keep checking in. I'm glad to have you reading along.
W. James Steen, CFP® |
Wednesday, April 1, 2020
Congress and the federal government have signed the CARES Act. In today's blog Jim breaks down this Act to discuss the tax relief it brings to both individuals and businesses during this difficult time.
Read More
W. James Steen, CFP® |
Wednesday, February 26, 2020
Be sure to read today's blog to find out Jim's view on the latest serious issue of global importance.
Read More
W. James Steen, CFP® |
Monday, February 3, 2020
There is an old market adage, "as January goes, so goes the year." In today's blog post, Jim provides some data to get a better picture of how that has, or has not, played out historically.
Read More
W. James Steen, CFP® |
Wednesday, January 22, 2020
Last week week in Part I, we began a discussion of why we use a tactical sleeve in our management of client portfolios. We discussed bull and bear markets and the supply/demand factors that affect asset prices. Today we will wrap up...
Read More
W. James Steen, CFP® |
Tuesday, January 14, 2020
A long-term perspective of the Dow Jones Industrial Average since 1896 reveals that there are extended periods of time in which the U.S. equity market will trend generally upwards (secular bulls), and also...
Read More