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CHDS September 2016 update

Click here to download the new Clear Horizon Discipline Strategy (Sept 2016) Advisor Partners, Greeting from LPL Focus 2016! It has been a busy month. The Clear Horizons Disciplined Strategy has had a great year! Rebounding sharply from the lows experience in February, all of our portfolios are solidly in the black on their one […]

Market Update: Monday, August 29, 2016

Category: Blog

Article Link: Market Update Markets near flat to begin data-heavy week. U.S. stocks are little changed this morning, following consumer purchases data that matched forecasts and showed an advance for the fourth straight month. Investors are also looking ahead to a swath of tier-one data releases throughout the week including: consumer confidence, housing figures, auto […]

Market Update: Monday, August 22, 2016

Category: Blog

Article link:   Market Update U.S. markets follow Europe lower. Major indexes in the U.S. and Europe are lower to start the week on little news as investors take a cautious stance ahead of housing, durable goods, and gross domestic product (GDP) reports this week, followed by Federal Reserve Bank (Fed) Chair Yellen’s speech at […]

AssetMark: Opportunity Knocks for OSJs

Category: Blog

Article Link: By Murray Coleman July 29, 2016 Compliance and regulatory paperwork aren’t tasks advisors usually get too excited about handling themselves. But new opportunities are opening in the field for those willing to serve as a so-called Office of Supervisory Jurisdiction. At least that’s the view of a new report sponsored by investment platform provider AssetMark. […]

Market Update: Monday, August 15, 2016

Category: Blog

Article link: Market Update U.S. stocks rise on China rally, continued oil strength. The major averages are moving higher in early trading, boosted by continued speculation of a new stimulus package from China’s central bank and sustained strength in the oil patch following its more than 6% rise last week. Friday’s session ended similar to […]

Market Update: Monday, August 8, 2016

Category: Blog

Article Link:    Market Update Equity advance continues, oil gets OPEC boost. U.S. stocks are set to build on a strong finish to last week, with modest gains this morning that will likely push theS&P 500 to another record high, at least on an intraday basis. The major indexes advanced nearly 1% on Friday following […]

Golden State Wealth Management Welcomes Wealth Manager Justin Vestman, Leaving J.P. Morgan Securities, LLC

Category: Media

Santa Monica, Calif., August 3, 2016 (GLOBE NEWSWIRE) – Golden State Wealth Management welcomes its newest Wealth Manager, Justin Vestman of Santa Monica, California. Justin specializes in providing goal based financial and retirement planning and asset preservation to small business owners, individuals, and families. Justin joins the team with over 9 years of experience as […]

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