by John Diaz | Mar 2, 2018 | Investment Strategies, Market + Economic Perspectives, Personal Finance
March 2017 Perspective Today, the U.S. equity markets extended declines into a fourth day as investors continue to digest news about impending U.S. steel and aluminum tariffs. President Trump tweeted that when the U.S. is losing billions in trade with virtually every...
by John Diaz | Dec 22, 2017 | In the News, Personal Finance, Taxes
The 2017 Tax Cuts & Jobs Act The Tax Cuts and Jobs Act legislation has been passed by Congress and today, was signed by the President. The Act makes extensive changes that will affect both individuals and businesses. Some of the key provisions of the Act are...
by John Diaz | Oct 31, 2017 | Investment Strategies, Market + Economic Perspectives, Personal Finance
2017 Fourth Quarter Perspective As we approach the end of 2017, it’s hard to believe that given the uncertain and volatile way the year began, the S&P 500 is now on track for its ninth consecutive positive year. This would make this bull market as long as the...
by John Diaz | Sep 12, 2017 | In the News, Personal Finance
The Equifax Data Breach On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data — including names, addresses, birth dates, and Social Security numbers — on...
by John Diaz | Jun 30, 2017 | Investment Strategies, Market + Economic Perspectives, Personal Finance
2017 Second Quarter Perspective The second quarter proved to be a bit bumpy for equities but regardless, each of the benchmarks listed below finished the quarter ahead of their first-quarter closing values. April saw equities end the month ahead of March, buoyed by...
