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So far SRP has created 279 blog entries.

May 1, 2017

It was a good week to own stocks.
Not all financial news was good news last week, but that didn’t prevent U.S. stock markets from moving higher. Barron’s reported on the […]

Weekly Updates|

Save the Date for our Summertime Events

Mark Your Calendars for Our Upcoming Summer Events

Please join us for a short analysis of this year’s market events and to
hear our outlook for the second half of the year. […]

News & Announcements|

April 24, 2017

Last week, investors multi-tasked, pushing both U.S. bond and stock markets higher.
In March, the Federal Reserve raised the Fed funds rates for the second time in three months. Typically, we […]

Weekly Updates|

Will vs. Trust: Is One Better than the Other?

When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these […]

Estate Planning, Home|

April 17, 2017

And the survey said…
In late 2016, Natixis Global surveyed 500 institutional decision makers representing corporate pension plans, public pension plans, sovereign wealth funds, insurance companies, foundations, and endowments. Survey participants […]

Weekly Updates|

April 10, 2017

U.S. stock markets are sending mixed signals.
If you look at the performance of the CBOE Volatility Index (a.k.a. the VIX or fear gauge), which is a measure of market expectations […]

Weekly Updates|

Market Thoughts for April (Video)

It was a decent month and a great quarter for markets, both in the U.S. and around the world, says Commonwealth CIO Brad McMillan. Globally, economics are very positive, which […]


April 3, 2017

Happy birthday!
Toward the end of the first quarter, the bull market celebrated its eighth birthday. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management wrote:
“Eight years ago, on March […]

Weekly Updates|

March 27, 2017

You’ve read it before – and it’s true. Markets hate uncertainty.
Failure to pass the American Healthcare Act, which was supported by Republican leaders in Congress and President Trump, may have […]

Weekly Updates|

March 20, 2017

Three steps and no stumble…
Technical analyst Edson Gould developed a market rule of thumb known as ‘three steps and a stumble.’ It states stock prices may fall after the Federal […]

Weekly Updates|