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Thought Leadership: What Do Your Clients Think You Do?

Time was when most clients looked at their financial advisers or financial planners with starry eyes, as well. The advent of the internet age and the avalanche of information available to the average retail client at the click of a mouse button or the swipe of a finger mean those days have largely come to an end.   Read the full article in the downloadable PDF »
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Ashton Thomas: Finance Like Family

Where your wealth and life work in harmony Ashton Thomas Private Wealth has one mission: to provide their clients with clarity about their finances. Once each client understands their present situation and their goals, a plan is put in place for them. This, in turn, becomes the inspiration to improve all aspects of their financial lives. Read the full article in the downloadable PDF »
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Fourth Quarter: Will the Santa Claus Rally Come?

Greetings, As I type this on Christmas Eve day, a quarter of the U.S. Federal Government is shut down, technically unfunded through the balance of the fiscal year ending next September 30th, the S&P 500 Index is down from its all-time high reached on September 21st, the Dow Industrial Average has declined since it’s high on October 3rd.  The Russell 200 Index and the Nasdaq Composite Index are in full-blown bear market territory, down from their highs in late August. Will the Santa Claus rally appear? Read the full article in the downloadable PDF »
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2018 Q3 Investor Quarterly Market Commentary and Investment Perspectives

Greetings, The third calendar quarter of 2018 saw a more marked divergence in global economic and market conditions than had been seen in prior quarters, as several factors we will address in this Report have led to a “decoupling” of the U.S. economy, and its debt and equity markets from the “globally synchronized expansions” of both we’ve observed in the prior six to eight quarters. Read the full article in the downloadable PDF »
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October 2018 Market Update

Dear Clients and Friends, Several of you have reached out to our team the past two days to ask our opinions about the market volatility we’ve seen Wednesday and Thursday, and what it means for markets going forward, and by extension, what it means for their portfolios. We thought it appropriate to provide a quick message as to our sense of the markets’ near term directions. Read the full article in the downloadable PDF »
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