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Transitions - Wealth Planning and Market Insights

As an advocate for financial education, our newsletter helps educate you and your family on the basic fundamentals of investing, so you know what you own and why. We believe financial knowledge helps you gain clarity and confidence in achieving your financial goals.


There are points in your life where it makes sense to set up a trust. We see credit shelter trusts that are set up to take care of loved ones after your passing. For two main reasons, I am seeing a resurgence of revocable trusts.

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Time after time, we see a stock price immediately move 5% to 10% just after a company news release. Did the company suddenly become a different company from yesterday? Rarely is this the case. Rather, we see the effect of computers "parsing the news", picking out a few words to trigger orders to buy or sell shares. It seems the fastest computer wins. Or does it?

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