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So far newvision has created 27 entries.

Q4 2015 Quarterly Commentary – January 1, 2016: Flat 2015 and Downbeat Sentiment Set the Stage for a Productive 2016

Wall Street market strategists entered 2015 predicting rising stock markets. On average, 19 strategists polled by Bloomberg at the outset of 2015 forecasted a return of 8.5% for the S&P 500. What we got instead in 2015 was a rise of only 1.4% in the S&P 500 including dividends. Only 44% of stocks in […]

JPM Corporate Challenge

Golub Group participated in our first ever J.P. Morgan Corporate Challenge! The JPM Corporate Challenge in San Francisco is an annual race series that takes place every September. Participants, who represent corporations large and small from a wide range of industries, run in a five-kilometer race to celebrate teamwork, camaraderie and community. The Challenge […]

Q3 2015 Quarterly Commentary – October 1, 2015: Making Sense of China Volatility

The third quarter was a challenging one for equity investors. The stock market, as measured by the S&P 500 (including dividends), fell 6.4%. Both the Dow Jones Industrials and NASDAQ Comp Index dropped 7.0%. The pain was shared with investors around the globe, as many key markets outside the US fell even more. In […]

Reasons to Review Your Estate Plan

At Golub Group we highly encourage our clients to review their estate plan with their attorney at least every five years, or whenever there is a major change in the law or their personal situation.

Having an up-to-date estate plan is a key part of sound financial planning. At our annual client VISION conference, where […]

How the New Tax Law Affects Your Real Property Taxes

The 2017 tax season is almost behind us and we will soon be able to breathe a sigh of relief. The great news heard around the US is that starting in 2018, the tax code has been simplified. Right?  Signed into law in December, the Tax Cuts and Jobs Act Bill is over 600 […]

Personal Cyber Security Insurance

Personal Cyber Security Insurance has finally arrived.
Picture your household, how many devices would you say are connected to the Internet at any given time? Two, three, more? If you’re like most connected homes these days you may have up to ten devices linked to the web at any given time. Cell phones, laptops, tablets, […]

Election 2016

It appears that the media and the market got it wrong again when it came to the outcome of a critical election. As of this evening, with the outcome of the U.S. presidential election still not finalized, but looking likely that Donald Trump will be the victor, the markets are selling off dramatically.
Incredibly, we […]