The S&P 500 has now pulled back about 7.2% from its recent peak. What’s happening? Our take is that markets have been coping with several macroeconomic overhangs (Italy, US-China trade, rising interest rates, and wage inflation) for weeks. But, corporate earnings reports had been strong enough to assuage concerns for quite a while. Recently, however,… Read More

September 15, 2018 marked the ten-year anniversary since the failure of Lehman Brothers – a major milestone in history marking the beginning of the largest financial crisis since the Great Depression. At the time, many investors feared a total systemic collapse. Stocks were sold indiscriminately with the S&P 500 falling 46% over the next six… Read More

Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep busy, or need the… Read More

The second quarter of the year contained plenty of action for market watchers. Trade war rhetoric and threats involving North Korea marred the first quarter and challenged the early innings of the second quarter. Following that, a relative calm settled in allowing US stocks to drift higher for a few weeks. However, that ended when… Read More

We are pleased to introduce the newest member of the BAMG team, Damaris Wyand! Damaris is joining Brand Asset Management Group as an Associate in our Operations Department. Her official bio can be read on our website here, but to help you get to know Damaris, we’ve asked her to share a little about her… Read More