David Edwards hosts his monthly webinar addressing the current financial climate.
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Our President David Edwards explains how interest rates, tax policy and employment are affecting the stock market’s performance. He also discusses Heron Wealth’s rebalancing strategy for 2018.
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Last week, turmoil in Chinese stocks markets flowed into US markets, taking stocks down 6.1% for the month of August and down 3.0% on the year. We are taking NO action to rebalance accounts due to last week's pullback. Our clients' accounts are well positioned to ride out this storm.
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A number of our clients called last week to ask if we would buy Alibaba (BABA) stock for their accounts. We told them, "No, we'll have plenty of time to buy Alibaba in the years to come, but meanwhile, to purchase the Initial Public Offering (IPO) is too risky."
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