Nov 16, 2016
Donald Trump staged one of the biggest presidential upsets in history – the last being in 1948 when President Truman defeated Thomas Dewey, resulting in the Dow Jones Industrial Average (DJIA) dropping -3.8%, the third largest drop after a presidential election since...
Oct 16, 2016
The election season is in its last stretch, with Election Day less than four weeks away. It has definitely been an unconventional season, with the Republican Party nominating someone who has never held public office and the Democrats nominating the first female...
Sep 21, 2016
Each month, our goal is to write about a topic that is both relevant and educational. This month is a little different as we are writing about “the changes we wish to see in the financial services industry” – using our own business model...
Aug 14, 2016
Please Note: I am leaning heavily on the New York Times article, Getting the Full Picture on Annuities and Insurance, in this month’s blog. This month I am writing on some of the complexities that I have seen with various insurance products. I see your eyes...
Jul 8, 2016
The tail-end of Macbeth’s quote after the death of his wife speaks of the human condition – that life is short, filled with drama, and all of this fury often means nothing. This quote is befitting of the equity market environment over the past two years, as well as...
Jun 9, 2016
Alexis Advisors is pleased to announce that we have just become a Certified Benefit Corporation! Certified B Corps are a different way of doing business – one that focuses on the “how” and “why” of business, not just the...
