blog posts

It’s About Job Growth, Stupid!

Contributed by Lewis J. Walker, CFP® “History repeats and it may even rhyme,” continues as an apt observation in today’s political back-and-forth. In the 1992 presidential election a relatively unknown Democratic Governor of Arkansas emerged victorious over President H.W. Bush and independent Ross Perot. While Perot drained votes from both candidates, much of Bill Clinton’s…

Earnings are Back in the Driver’s Seat

By Mike Boyle, CFA, Executive VP, Asset Management – May 30, 2017 Advisors Asset Management, Inc. (AAM)   We believe it goes without saying that the current economic recovery and accompanying bull market run for equities have been little appreciated and much maligned. Unfortunately, once again we are seeing an uptick in headlines and media…

Travel Dreams 2017

Contributed by Lewis J. Walker, CFP® Money is no fun unless you use it at times to have fun! Travel can be fun, as long as you have the right attitude and plan the trip with realistic expectations. We saw the Vietnamese doctor being dragged off of a United Airlines flight. Before I started my…

Springing Forward

Contributed by Lewis J. Walker, CFP® The joys of spring. We celebrated Passover and Easter, paid our income taxes or filed for an extension, and now thoughts turn to summer activities. Whatever you are planning or anticipating, a review of financial planning strategies may be in order, especially if a significant life transition event is…

A New World of Reflation

Contributed by Lewis J. Walker, CFP® Prior to the presidential election on November 8, 2016, many economic commentators predicted a stock market rout if Donald Trump won. As election night results pointed to a Trump upset, Dow futures plunged. Observing sinking futures, at 12:42 a.m. on 11/9/16, Dr. Paul Krugman, New York Times economic columnist,…

A Taxing Vexation

Contributed by: Lewis J. Walker, CFP® Remember Wendy’s advertising catchphrase, “Where’s the beef?” The line now is used to question the substance of an idea, proposal, product, etc. With potential tax reform buoying the stock market, the better question may be, “Where’d the beef come from?” During the stock market trading week ending 2/10/17, meeting…

Set Goals for 2017? Groan…

Contributed by: Lewis J. Walker, CFP® ‘Tis the season for setting goals. New Year’s resolutions. To-do lists. For some, such urgings, whether from a spouse, parent, boss, or adviser, are a groaner! As a kid, my mom, teachers, and mentors would ask, “What do you want to be when you grow up?”  As a teenager,…