Giving Thanks

Like so many aspects of 2020, Thanksgiving will look different.  Health concerns or travel limitations mean the crowds around dinner tables will be smaller than usual at many gatherings.  Many of us will exchange greetings over video conference rather than in person.  While these circumstances present challenges and disappointment, we will still take time to…

Front Office Manager/Receptionist

FRONT OFFICE MANAGER/RECEPTIONIST Our boutique financial advisory firm is looking for a dedicated Front Office Manager/Receptionist to be the warm and friendly voice and face of Adell, Harriman & Carpenter. When our clients walk into our office, we want them to be greeted with a welcoming, smiling face and a helping hand. This candidate will…

Election Day 2020

Election Day 2020 is rapidly approaching.  We hope those eligible to vote will make their voices heard on November 3rd.  We certainly look forward to exercising what is both a right and a privilege. By this point in the election cycle, we’ve heard plenty of “If I’m elected…” speeches and have a pretty good idea…

Stocks VS Economy

Rising stock prices and atrocious economic statistics might seem like they don’t fit together.  It seems like economic activity should impact company profits.  The truth is economic activity does impact company profits, but stock investors are looking toward future profits and economic stats we see in the news reflect what’s already happened.  To use an…

Staying the Course in a Turbulent Market

We don’t enjoy checking the morning news to hear “stocks will likely open lower this morning (again)”.  We’re invested alongside our clients, so we’re seeing the same impact on our retirement savings.  That being said, market pullbacks are a normal part of stock trading patterns.  There will be stretches where the market trends downward.  Those…

Economic Update, Fourth Quarter, 2019

MARKET REVIEW Strong 4th quarter returns helped the major stock indices reach all-time highs in late December as the markets delivered the strongest annual returns since 2013.  For 2019, the benchmark S&P 500 posted 28% price appreciation.  The Fed delivered a third 0.25% rate cut in October to provide additional cushion against international economic weakness,…

Economic Update, Third Quarter, 2019

MARKET REVIEW The net outcome of market trading was basically flat during the 3rd quarter. Major stock indices booked a new alltime high in late July after successful quarterly corporate profit reports. Economic indicators such as job growth and consumer spending continued to expand throughout the quarter, while the manufacturing pace softened for the first…