Escalator Up, Elevator Down

By Aaron CFP®, Managing Director “Escalator up, Elevator down” is a good metaphor to describe movements in the stock markets. On September 20, 2018 the S&P 500 Index peaked at 2930.  The index gained approximately 17% over the previous 12-month period.   It took...

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Avoid These Tax Scams

By Aaron CFP®, Managing Director According to the IRS, thousands of people have lost millions of dollars to tax scams, but you don’t have to be a victim.  There is plenty of information on the IRS website ( that can help you avoid these scams.  Here are...

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That Was Fast!

By Stephen Greco, CEO That Was Fast! As October began, we found ourselves enjoying a steady diet of great economic news and a market that was up for the year. What a difference a few weeks makes. Over the last four weeks, essentially every major asset class is down,...

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Are You Living Your Life On Purpose?

Aaron Kirsch, Managing Director Are You Living Your Life On Purpose? Why do you do what you do? Is it because you have to? you want to? you’ve had the same routine for years? If you feel like life is something that just happens to you, it’s time to reassess how you...

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The Siren Song of Emerging Markets

By Stephen Greco, CEO The Siren Song of Emerging Markets Since making the transition from the broker-dealer side of the industry to the registered investment adviser side, around 2011, no asset class has been more interesting to me than Emerging Markets. By 2011, many...

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The Rational View

By Stephen Greco, CEO The Rational View: How We Try to Stay Rational in an Irrational World “If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.” — George Soros So far, Q2 2018 has been rather dull, at...

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How Will the New Tax Code Affect You?

In 2017 Congress passed the most sweeping update to the tax code in 30 years. How will the new tax code affect you? Our guest on Episode #3 is Kermith Boffill, a lead tax partner and CPA at Grobstein Teeple, an accounting firm with offices in California and Washington...

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Crain’s Wealth Manager Roundtable

Spotlight CEO Steve Greco recently participated in a roundtable discussion about the wealth management industry that was conducted by Crain’s Custom Media, a division of Crain’s Chicago Business, a leading weekly business newspaper published by Crain Communications....

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How to Choose a Financial Advisor

Our podcast guest for episode 2 is Jason Howard, General Counsel and Chief Compliance Officer for Spotlight Asset Group. On this episode Jason tells us how to choose a Financial Advisor and what questions you should consider when looking for a Financial Advisor....

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