LATEST POSTS
-
UNCATEGORIZED
Help your clients worry less about wealth and health
>Click here to view the full video<
-
IN-THE-MARKETS
Newsletter: In the Markets – Week-Ending December 15th, 2017
Newsletter: In the Markets – Week-Ending December 15th, 2017 Crystal Brook Advisors We Make Financial Planning Crystal Clear ™ United States: Investors are still watching as they are waiting for the tax plan to pass, with Congress still continuing to finalize the deal. News of this deal has helped to keep markets on the rise,…
-
IN-THE-MARKETS INVESTMENTS TAX-PLANNING
Newsletter: In the Markets Week-Ending December 8, 2017
Crystal Brook Advisors We Make Financial Planning Crystal Clear ™ United States: Markets were affected throughout the week with the U.S. Tax Bill passing. While many people stand to benefit, such as banks, assets managers, technology companies, others may not fare as well, such as renewable energy companies and hospitals. (1) Europe: European markets ended up for…
-
IN-THE-MARKETS FINANCIAL-PLANNING BUSINESS-PLANNING BUDGET
Newsletter: In the Markets – Week-Ending July 21st, 2017
Newsletter: In the Markets – Week-Ending July 21st, 2017 Crystal Brook Advisors We Make Financial Planning Crystal Clear United States: The LEI increased 0.6 percent in June, its largest monthly increase since December 2014. The June gain also marks the tenth consecutive month in which the index moved higher. Eight of the components added…