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Home » Entries posted by Stephen Stribling
Stories written by Stephen Stribling

How are 2017 holiday sales faring so far? Merry and bright!

How are 2017 holiday sales faring so far? Merry and bright!

‘Tis the season – the shopping season! For most retailers, sales in November and December represent about 20 percent of their total sales for the year. While retailers typically tend…

October is Financial Planning Month: A great time to evaluate your finances

October is Financial Planning Month: A great time to evaluate your finances

With October designated Financial Planning Month and the end of the year approaching, it is a good time to review your finances and make or revisit your financial plan. Attaining…

Investing for the future of the auto industry: autonomous mobility

Investing for the future of the auto industry: autonomous mobility

The century-old automotive business model is facing an unprecedented technological disruption. As the auto industry continues to embrace autonomous, shared and electric mobility, it is fast becoming the face of…

The 20,000 Dow milestone: What lies ahead

The 20,000 Dow milestone: What lies ahead

The Dow Jones Industrial Average broke 20,000 last month for the first time in a post-election rally. However, it was short lived lasting only 3 days before falling below. So…

National Hispanic Heritage Month: Hispanics poised to dominate growth in consumer spending

National Hispanic Heritage Month: Hispanics poised to dominate growth in consumer spending

September 15 marked the start of National Hispanic Heritage Month, a time to recognize and celebrate the contributions that Hispanic Americans have made to our country – past and present.…

Denver investors express concern over US water shortage – yet, for many, concern not translating to portfolios

Denver investors express concern over US water shortage – yet, for many, concern not translating to portfolios

The issue of water shortage may eventually become larger than oil, according to the latest Morgan Stanley Investor Pulse Poll. Most (70%) Denver high net worth (HNW) investors feel that…

Denver investors favor dividend-bearing stocks as a 2016 investment

Denver investors favor dividend-bearing stocks as a 2016 investment

Denver high net worth (HNW) investors are anticipating stocks or equities (46%) as the top asset allocation preference in 2016, followed by cash (21%) and fixed-income investments (20%). The findings…

Denver investors expect eventual rate hike, yet no consensus on whether a hike will be a good thing

Denver investors expect eventual rate hike,  yet no consensus on whether a hike will be a good thing

The Fed has announced in its September Federal Open Market Committee (FOMC) meeting that it will maintain a zero-interest rate policy, but plan to raise rates at some point this…

U.S. seen as strongest investment area with no plans for increasing international investments

U.S. seen as strongest investment area with no plans  for increasing international investments

The United States is the only country that a majority of Denver-area high net worth (HNW) investors regards as a “good” investment for 2016 and most have no plans for…

Give the gift of stock this Christmas and enjoy the tax benefits

Give the gift of stock this Christmas and enjoy the tax benefits

From now until the end of the year, you have an opportunity to help reduce estate taxes and provide your loved ones with a more substantial legacy – all through…