Here we are again… the market is at all time record highs. One client recently told me, “We are spending the money like you told us to when our investments are making money. And they are making money." Sounds good right? While I am always happy when the market performs favorably for my clients, it is always wise to keep the big picture in perspective.

Market Commentary for the week of August 7, 2017

Submitted by Oram & Kaylor on August 7th, 2017

The Markets

Market Commentary for the week of July 31, 2017

Submitted by Oram & Kaylor on July 31st, 2017

The Markets

Market Commentary for the week of July 24, 2017

Submitted by Oram & Kaylor on July 24th, 2017

The Markets

Latest Blog Posts

Calm before the storm.....?

Submitted by Oram & Kaylor on May 15th, 2017

Trying to accurately predict the movement of the financial markets is akin to predicting the weather. No one really knows, and we have to wait to see what actually happens.

DOW 20,000, now what?

Submitted by Oram & Kaylor on January 30th, 2017

Traders wore grins and commemorative hats Wednesday as the Dow Jones industrial average broke the 20,000 mark for the first time. The milestone reflects a growing economy. The private sector added 15.6 million jobs over the last 81 months; the Fed has begun increasing interest rates; and average wages grew 2.9 percent in December.

Still Time for Certain Tax Moves

Submitted by Oram & Kaylor on January 16th, 2017

Even as you look at a fresh 2017 calendar, you may still be able to make one or two strategic tax moves for 2016. But they must be made by the national filing deadline, which falls on Tuesday, April 17, this year.

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